Meridian Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Meridian Investment Counsel’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	-5,200	Closed	-$445K	–	232
2021 Q4	$445K	Hold	5,200	–	–	0.15%	142
2021 Q3	$448K	Sell	5,200 -472	-8%	-$40.7K	0.16%	129
2021 Q2	$489K	Hold	5,672	–	–	0.17%	126
2021 Q1	$489K	Hold	5,672	–	–	0.19%	116
2020 Q4	$490K	Hold	5,672	–	–	0.21%	109
2020 Q3	$491K	Hold	5,672	–	–	0.24%	100
2020 Q2	$491K	Hold	5,672	–	–	0.25%	95
2020 Q1	$492K	Hold	5,672	–	–	0.32%	81
2019 Q4	$480K	Hold	5,672	–	–	0.24%	104
2019 Q3	$481K	Hold	5,672	–	–	0.26%	101
2019 Q2	$481K	Buy	5,672 +472	+9%	+$39.7K	0.27%	96
2019 Q1	$437K	Hold	5,200	–	–	0.26%	101
2018 Q4	$435K	Hold	5,200	–	–	0.29%	92
2018 Q3	$432K	Hold	5,200	–	–	0.24%	106
2018 Q2	$434K	Hold	5,200	–	–	0.25%	107
2018 Q1	$435K	Sell	5,200 -756	-13%	-$63.2K	0.25%	103
2017 Q4	$499K	Hold	5,956	–	–	0.27%	95
2017 Q3	$503K	Hold	5,956	–	–	0.29%	92
2017 Q2	$503K	Hold	5,956	–	–	0.3%	92
2017 Q1	$503K	Hold	5,956	–	–	0.31%	92
2016 Q4	$503K	Hold	5,956	–	–	0.34%	86
2016 Q3	$506K	Hold	5,956	–	–	0.34%	88
2016 Q2	$508K	Hold	5,956	–	–	0.35%	85
2016 Q1	$506K	Hold	5,956	–	–	0.35%	85
2015 Q4	$502K	Hold	5,956	–	–	0.37%	78
2015 Q3	$506K	Hold	5,956	–	–	0.41%	78
2015 Q2	$505K	Hold	5,956	–	–	0.36%	87
2015 Q1	$506K	Hold	5,956	–	–	0.35%	89
2014 Q4	$503K	Hold	5,956	–	–	0.36%	88
2014 Q3	$503K	Hold	5,956	–	–	0.38%	82
2014 Q2	$504K	Hold	5,956	–	–	0.39%	84
2014 Q1	$503K	Hold	5,956	–	–	0.43%	78
2013 Q4	$503K	Buy	+5,956	New	+$503K	0.43%	78

Other funds holding SHY

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Meridian Investment Counsel's SHY Position: Q1 2022 in Review

Meridian Investment Counsel sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 5,200 shares — an estimated $445K sold.

Meridian Investment Counsel first reported a position in SHY in Q4 2013 and held it in 33 quarters. The position peaked at $508K in Q2 2016. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Meridian Investment Counsel reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Meridian Investment Counsel sold 5,200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $445K.
Meridian Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 33 quarters.
Meridian Investment Counsel's iShares 1-3 Year Treasury Bond ETF position peaked at $508K in Q2 2016.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Meridian Investment Counsel's 13F filing for Q1 2022, filed 11 May 2022.