M1FG
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Mach-1 Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mach-1 Financial Group’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
Q2 		– Sell
-3,674
Closed -$306K – 434
2022
Q1 		$306K Sell
3,674
-61
-2% -$5.16K 0.2% 22
2021
Q4 		$319K Hold
3,735
– – 0.2% 19
2021
Q3 		$321K Buy
+3,735
New +$322K 0.23% 13
2021
Q2 		– Sell
-2,895
Closed -$250K – 195
2021
Q1 		$249K Sell
2,895
-186,758
-98% -$16.1M 0.2% 17
2020
Q4 		$16.4M Buy
+189,653
New +$16.4M 17.99% 1

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mach-1 Financial Group's SHY Position: Q2 2022 in Review

Mach-1 Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 3,674 shares — an estimated $306K sold.

Mach-1 Financial Group first reported a position in SHY in Q4 2020 and held it in 5 quarters. The position peaked at $16.4M in Q4 2020. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Mach-1 Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,674 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $306K.
  • Mach-1 Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
  • Mach-1 Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $16.4M in Q4 2020.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Mach-1 Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.