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

Marcum Wealth’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
Q2 		– Sell
-2,759
Closed -$227K – 398
2023
Q1 		$227K Sell
2,759
-2,942
-52% -$240K 0.03% 298
2022
Q4 		$463K Sell
5,701
-57
-1% -$4.63K 0.06% 180
2022
Q3 		$468K Buy
+5,758
New +$474K 0.07% 161
2020
Q3 		– Sell
-3,141
Closed -$272K – 129
2020
Q2 		$272K Sell
3,141
-58
-2% -$5.02K 0.08% 91
2020
Q1 		$277K Buy
3,199
+341
+12% +$29.1K 0.11% 69
2019
Q4 		$242K Buy
+2,858
New +$242K 0.09% 87

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marcum Wealth's SHY Position: Q2 2023 in Review

Marcum Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 2,759 shares — an estimated $227K sold.

Marcum Wealth first reported a position in SHY in Q4 2019 and held it in 6 quarters. The position peaked at $468K in Q3 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Marcum Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Marcum Wealth sold 2,759 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $227K.
  • Marcum Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
  • Marcum Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $468K in Q3 2022.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Marcum Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.