M1FG
SHY icon

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
2021
Q3 		– Sell
-129
Closed -$2K – 116
2021
Q2 		$2K Hold
129
– – ﹤0.01% 129
2021
Q1 		$2K Buy
+129
New +$11.1K ﹤0.01% 160

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.