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Means Investment Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Means Investment Company’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
2021
Q3 		– Sell
-3,985
Closed -$343K – 212
2021
Q2 		$343K Buy
+3,985
New +$344K 0.07% 147

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FM
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UBS Group
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Ameriprise
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Members Trust
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PI
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Means Investment Company's SHY Position: Q3 2021 in Review

Means Investment Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 3,985 shares — an estimated $343K sold.

Means Investment Company first reported a position in SHY in Q2 2021 and held it in 1 quarter. The position peaked at $343K in Q2 2021. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • Means Investment Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Means Investment Company sold 3,985 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $343K.
  • Means Investment Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Means Investment Company's iShares 1-3 Year Treasury Bond ETF position peaked at $343K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Means Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.