Matrix Private Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Matrix Private Capital 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
2023 Q2	–	Sell	-86	Closed	-$7.07K	–	192
2023 Q1	$7.07K	Hold	86	–	–	﹤0.01%	190
2022 Q4	$6.98K	Hold	86	–	–	﹤0.01%	186
2022 Q3	$7K	Buy	+86	New	+$7.08K	﹤0.01%	188
2022 Q1	–	Sell	-330	Closed	-$28K	–	269
2021 Q4	$28K	Buy	+330	New	+$28.3K	0.01%	240

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matrix Private Capital Group's SHY Position: Q2 2023 in Review

Matrix Private Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 86 shares — an estimated $7.07K sold.

Matrix Private Capital Group first reported a position in SHY in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Matrix Private Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Matrix Private Capital Group sold 86 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $7.07K.
Matrix Private Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Matrix Private Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $28K in Q4 2021.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Matrix Private Capital Group's 13F filing for Q2 2023, filed 14 Aug 2023.