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

Linscomb Wealth’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
2022
Q3 		– Sell
-3,105
Closed -$257K – 296
2022
Q2 		$257K Sell
3,105
-6,504
-68% -$540K 0.01% 262
2022
Q1 		$801K Buy
+9,609
New +$812K 0.04% 193

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Linscomb Wealth's SHY Position: Q3 2022 in Review

Linscomb Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 3,105 shares — an estimated $257K sold.

Linscomb Wealth first reported a position in SHY in Q1 2022 and held it in 2 quarters. The position peaked at $801K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Linscomb Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Linscomb Wealth sold 3,105 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $257K.
  • Linscomb Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Linscomb Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $801K in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Linscomb Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.