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Maltin Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Maltin Wealth Management’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
Q3 		– Sell
-2,491
Closed -$202K – 115
2023
Q2 		$202K Buy
+2,491
New +$204K 0.14% 102

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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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Maltin Wealth Management's SHY Position: Q3 2023 in Review

Maltin Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 2,491 shares — an estimated $202K sold.

Maltin Wealth Management first reported a position in SHY in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Maltin Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 2,491 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $202K.
  • Maltin Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Maltin Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $202K in Q2 2023.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Maltin Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.