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Mason Investment Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mason Investment Advisory Services’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
Q1 		– Sell
-3,100
Closed -$265K – 103
2021
Q4 		$265K Hold
3,100
– – 0.02% 91
2021
Q3 		$267K Hold
3,100
– – 0.03% 86
2021
Q2 		$267K Hold
3,100
– – 0.03% 85
2021
Q1 		$267K Buy
+3,100
New +$268K 0.03% 77

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AssetMark Inc
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Mason Investment Advisory Services's SHY Position: Q1 2022 in Review

Mason Investment Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 3,100 shares — an estimated $265K sold.

Mason Investment Advisory Services first reported a position in SHY in Q1 2021 and held it in 4 quarters. The position peaked at $267K in Q1 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Mason Investment Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Mason Investment Advisory Services sold 3,100 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $265K.
  • Mason Investment Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
  • Mason Investment Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $267K in Q1 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Mason Investment Advisory Services's 13F filing for Q1 2022, filed 7 Aug 2024.