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McCollum Christoferson Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

McCollum Christoferson 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
2022
Q2 		– Sell
-33,025
Closed -$2.75M – 71
2022
Q1 		$2.75M Sell
33,025
-1,165
-3% -$98.5K 0.68% 44
2021
Q4 		$2.92M Sell
34,190
-305
-0.9% -$26.2K 0.66% 43
2021
Q3 		$2.97M Buy
34,495
+875
+3% +$75.4K 0.71% 45
2021
Q2 		$2.9M Sell
33,620
-2,980
-8% -$257K 0.69% 46
2021
Q1 		$3.16M Sell
36,600
-1,085
-3% -$93.7K 0.8% 45
2020
Q4 		$3.25M Buy
37,685
+260
+0.7% +$22.5K 0.83% 42
2020
Q3 		$3.24M Buy
37,425
+5,840
+18% +$505K 0.93% 44
2020
Q2 		$2.74M Buy
31,585
+14,135
+81% +$1.22M 0.89% 45
2020
Q1 		$1.51M Buy
17,450
+2,200
+14% +$188K 0.6% 45
2019
Q4 		$1.29M Sell
15,250
-75
-0.5% -$6.35K 0.43% 47
2019
Q3 		$1.3M Sell
15,325
-1,110
-7% -$94.1K 0.46% 47
2019
Q2 		$1.39M Buy
16,435
+600
+4% +$50.5K 0.49% 47
2019
Q1 		$1.33M Sell
15,835
-305
-2% -$25.5K 0.49% 48
2018
Q4 		$1.35M Sell
16,140
-240
-1% -$19.9K 0.57% 48
2018
Q3 		$1.36M Sell
16,380
-1,190
-7% -$99K 0.5% 50
2018
Q2 		$1.47M Buy
17,570
+365
+2% +$30.4K 0.6% 50
2018
Q1 		$1.44M Sell
17,205
-350
-2% -$29.2K 0.6% 51
2017
Q4 		$1.47M Buy
+17,555
New +$1.48M 0.61% 50

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 $58.2B AUM 22.78% 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

McCollum Christoferson Group's SHY Position: Q2 2022 in Review

McCollum Christoferson Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 33,025 shares — an estimated $2.75M sold.

McCollum Christoferson Group first reported a position in SHY in Q4 2017 and held it in 18 quarters. The position peaked at $3.25M in Q4 2020. 996 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • McCollum Christoferson Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • McCollum Christoferson Group sold 33,025 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $2.75M.
  • McCollum Christoferson Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
  • McCollum Christoferson Group's iShares 1-3 Year Treasury Bond ETF position peaked at $3.25M in Q4 2020.
  • 996 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on McCollum Christoferson Group's 13F filing for Q2 2022, filed 10 Aug 2022.