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

Lumature Wealth Partners’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 Q2	$14.9K	Hold	184	–	–	0.01%	291
2023 Q1	$15.1K	Sell	184 -294	-62%	-$24K	0.01%	288
2022 Q4	$38.8K	Hold	478	–	–	0.02%	234
2022 Q3	$39K	Hold	478	–	–	0.02%	239
2022 Q2	$40K	Buy	478 +294	+160%	+$24.4K	0.02%	247
2022 Q1	$15K	Hold	184	–	–	0.01%	319
2021 Q4	$16K	Sell	184 -37	-17%	-$3.17K	0.01%	307
2021 Q3	$19K	Hold	221	–	–	0.01%	297
2021 Q2	$19K	Hold	221	–	–	0.01%	267
2021 Q1	$19K	Sell	221 -690	-76%	-$59.6K	0.01%	265
2020 Q4	$79K	Buy	+911	New	+$78.7K	0.07%	142

Other funds holding SHY

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lumature Wealth Partners's SHY Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2023 at 184 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #291.

Lumature Wealth Partners first reported a position in SHY in Q4 2020 and has held it in 11 quarters since. The position peaked at $79K in Q4 2020. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Lumature Wealth Partners held 184 shares of iShares 1-3 Year Treasury Bond ETF worth $14.9K as of Q2 2023.
Lumature Wealth Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #291 holding.
Lumature Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $79K in Q4 2020.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.