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Lutz Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lutz Financial Services’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
Q1 		– Sell
-2,720
Closed -$221K – 77
2022
Q4 		$221K Sell
2,720
-2,835
-51% -$230K 0.03% 74
2022
Q3 		$451K Sell
5,555
-626
-10% -$51.5K 0.06% 61
2022
Q2 		$512K Buy
+6,181
New +$513K 0.07% 57
2020
Q4 		– Sell
-2,670
Closed -$231K – 58
2020
Q3 		$231K Sell
2,670
-88
-3% -$7.61K 0.04% 58
2020
Q2 		$239K Sell
2,758
-379
-12% -$32.8K 0.05% 57
2020
Q1 		$272K Sell
3,137
-569
-15% -$48.6K 0.06% 60
2019
Q4 		$314K Sell
3,706
-256
-6% -$21.7K 0.06% 64
2019
Q3 		$336K Sell
3,962
-726
-15% -$61.5K 0.06% 63
2019
Q2 		$397K Buy
4,688
+6
+0.1% +$505 0.08% 57
2019
Q1 		$394K Sell
4,682
-240
-5% -$20.1K 0.08% 52
2018
Q4 		$412K Sell
4,922
-1,769
-26% -$147K 0.09% 54
2018
Q3 		$556K Buy
6,691
+107
+2% +$8.9K 0.12% 40
2018
Q2 		$549K Sell
6,584
-697
-10% -$58.1K 0.16% 33
2018
Q1 		$608K Buy
7,281
+2
+0% +$167 0.18% 31
2017
Q4 		$610K Buy
+7,279
New +$612K 0.18% 34

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lutz Financial Services's SHY Position: Q1 2023 in Review

Lutz Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 2,720 shares — an estimated $221K sold.

Lutz Financial Services first reported a position in SHY in Q4 2017 and held it in 15 quarters. The position peaked at $610K in Q4 2017. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Lutz Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lutz Financial Services sold 2,720 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $221K.
  • Lutz Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 15 quarters.
  • Lutz Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $610K in Q4 2017.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Lutz Financial Services's 13F filing for Q1 2023, filed 2 May 2023.