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LVZ Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LVZ Inc’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
-3,224
Closed -$262K – 155
2022
Q4 		$262K Buy
+3,224
New +$262K 0.04% 113
2019
Q3 		– Sell
-393,005
Closed -$33.3M – 83
2019
Q2 		$33.3M Buy
393,005
+1,263
+0.3% +$106K 7.55% 6
2019
Q1 		$33M Buy
+391,742
New +$32.8M 7.7% 6
2016
Q3 		– Sell
-2,687
Closed -$229K – 36
2016
Q2 		$229K Buy
2,687
+112
+4% +$9.52K 2.5% 21
2016
Q1 		$219K Buy
+2,575
New +$218K 0.1% 50
2014
Q4 		– Sell
-39,762
Closed -$3.36M – 30
2014
Q3 		$3.36M Buy
39,762
+1,479
+4% +$125K 2.5% 15
2014
Q2 		$3.24M Buy
38,283
+2,628
+7% +$222K 2.4% 15
2014
Q1 		$3.01M Buy
35,655
+1,700
+5% +$144K 2.41% 14
2013
Q4 		$2.87M Buy
+33,955
New +$2.87M 2.35% 14

Other funds holding SHY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LVZ Inc's SHY Position: Q1 2023 in Review

LVZ Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 3,224 shares — an estimated $262K sold.

LVZ Inc first reported a position in SHY in Q4 2013 and held it in 9 quarters. The position peaked at $33.3M in Q2 2019. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • LVZ Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • LVZ Inc sold 3,224 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $262K.
  • LVZ Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 9 quarters.
  • LVZ Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $33.3M in Q2 2019.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on LVZ Inc's 13F filing for Q1 2023, filed 20 Apr 2023.