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Meridian Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Meridian Wealth Partners’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
-7,714
Closed -$643K – 89
2022
Q1 		$643K Buy
+7,714
New +$652K 0.14% 44

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Meridian Wealth Partners's SHY Position: Q2 2022 in Review

Meridian Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 7,714 shares — an estimated $643K sold.

Meridian Wealth Partners first reported a position in SHY in Q1 2022 and held it in 1 quarter. The position peaked at $643K in Q1 2022. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Meridian Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Meridian Wealth Partners sold 7,714 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $643K.
  • Meridian Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $643K in Q1 2022.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Meridian Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.