Lineweaver Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,588
Closed -$380K 134
2023
Q1
$380K Sell
4,588
-82,605
-95% -$6.73M 0.12% 96
2022
Q4
$7.08M Buy
+87,193
New +$7.07M 2.14% 11

Other funds holding SHY

Lineweaver Wealth Advisors's SHY Position: Q2 2023 in Review

Lineweaver Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 4,588 shares — an estimated $380K sold.

Lineweaver Wealth Advisors first reported a position in SHY in Q4 2022 and held it in 2 quarters. The position peaked at $7.08M in Q4 2022. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Lineweaver Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,588 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $380K.
  • Lineweaver Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.08M in Q4 2022.
  • 1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.