Long Run 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
Q3
Sell
-35,724
Closed -$2.9M 93
2023
Q2
$2.9M Sell
35,724
-76,177
-68% -$6.23M 0.92% 27
2023
Q1
$9.19M Buy
111,901
+336
+0.3% +$27.4K 3.13% 10
2022
Q4
$9.06M Buy
111,565
+12,651
+13% +$1.03M 3.26% 10
2022
Q3
$8.03M Buy
+98,914
New +$8.14M 3.18% 9

Other funds holding SHY

Long Run Wealth Advisors's SHY Position: Q3 2023 in Review

Long Run Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 35,724 shares — an estimated $2.9M sold.

Long Run Wealth Advisors first reported a position in SHY in Q3 2022 and held it in 4 quarters. The position peaked at $9.19M in Q1 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Long Run Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Long Run Wealth Advisors sold 35,724 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.9M.
  • Long Run Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
  • Long Run Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $9.19M in Q1 2023.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Long Run Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.