Liberty Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Liberty Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,740	Closed	-$222K	–	186
2023 Q3	$222K	Sell	2,740 -26,539	-91%	-$2.15M	0.06%	159
2023 Q2	$2.37M	Buy	29,279 +1,587	+6%	+$130K	0.59%	34
2023 Q1	$2.28M	Buy	+27,692	New	+$2.26M	0.47%	47
2021 Q2	–	Sell	-10	Closed	–	–	1170
2021 Q1	$0	Hold	10	–	–	﹤0.01%	1034
2020 Q4	$0	Sell	10 -17	-63%	-$1.47K	﹤0.01%	1061
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	777
2020 Q2	$2K	Buy	+27	New	+$2.34K	﹤0.01%	751

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's SHY Position: Q4 2023 in Review

Liberty Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 2,740 shares — an estimated $222K sold.

Liberty Wealth Management first reported a position in SHY in Q2 2020 and held it in 7 quarters. The position peaked at $2.37M in Q2 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Liberty Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Liberty Wealth Management sold 2,740 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $222K.
Liberty Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
Liberty Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M in Q2 2023.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Liberty Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.