Mirsky Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mirsky Financial Management’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 Q4	$610K	Sell	7,129 -321	-4%	-$27.5K	0.25%	33
2021 Q3	$642K	Sell	7,450 -1,929	-21%	-$166K	0.29%	29
2021 Q2	$808K	Sell	9,379 -165,387	-95%	-$14.3M	0.36%	29
2021 Q1	$15.1M	Buy	174,766 +2,754	+2%	+$238K	7%	3
2020 Q4	$14.9M	Buy	172,012 +10,867	+7%	+$939K	7.64%	3
2020 Q3	$13.9M	Buy	161,145 +8,863	+6%	+$767K	7.88%	2
2020 Q2	$13.2M	Buy	152,282 +67,220	+79%	+$5.82M	7.92%	2
2020 Q1	$7.37M	Buy	85,062 +10,799	+15%	+$922K	5.2%	7
2019 Q4	$6.29M	Buy	74,263 +5,239	+8%	+$444K	4.08%	8
2019 Q3	$5.86M	Buy	69,024 +22,839	+49%	+$1.94M	4.2%	8
2019 Q2	$3.92M	Buy	46,185 +1,155	+3%	+$97.3K	2.95%	15
2019 Q1	$3.79M	Buy	+45,030	New	+$3.77M	2.95%	15

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

Forward Management San Francisco, California $907M AUM 0.46% 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Mirsky Financial Management's SHY Position: Q4 2021 in Review

Mirsky Financial Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.3% in Q4 2021, selling an estimated $27.5K and leaving 7,129 shares worth $610K. The position accounts for 0.25% of the portfolio, ranked #33.

Mirsky Financial Management first reported a position in SHY in Q1 2019 and has held it in 12 quarters since. The position peaked at $15.1M in Q1 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Mirsky Financial Management held 7,129 shares of iShares 1-3 Year Treasury Bond ETF worth $610K as of Q4 2021.
Mirsky Financial Management sold 321 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $27.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.25% of Mirsky Financial Management's portfolio in Q4 2021, its #33 holding.
Mirsky Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 12 quarters since.
Mirsky Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $15.1M in Q1 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.