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Moloney Securities Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Moloney Securities Asset 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
2023
Q2 		– Sell
-10,820
Closed -$889K – 450
2023
Q1 		$889K Buy
+10,820
New +$882K 0.17% 156

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moloney Securities Asset Management's SHY Position: Q2 2023 in Review

Moloney Securities Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 10,820 shares — an estimated $889K sold.

Moloney Securities Asset Management first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $889K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Moloney Securities Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 10,820 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $889K.
  • Moloney Securities Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Moloney Securities Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $889K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Moloney Securities Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.