Monument Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Monument Capital 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
2022 Q4	–	Sell	-86,302	Closed	-$7.01M	–	165
2022 Q3	$7.01M	Buy	86,302 +59,798	+226%	+$4.92M	2.63%	8
2022 Q2	$2.19M	Buy	+26,504	New	+$2.2M	0.83%	28
2022 Q1	–	Sell	-57,312	Closed	-$4.9M	–	154
2021 Q4	$4.9M	Buy	57,312 +52,297	+1,043%	+$4.49M	1.52%	10
2021 Q3	$432K	Buy	5,015 +1,426	+40%	+$123K	0.15%	111
2021 Q2	$309K	Buy	+3,589	New	+$310K	0.11%	117
2021 Q1	–	Sell	-29,256	Closed	-$2.53M	–	112
2020 Q4	$2.53M	Buy	29,256 +2,578	+10%	+$223K	1.17%	36
2020 Q3	$2.31M	Buy	26,678 +4,610	+21%	+$399K	1.22%	33
2020 Q2	$1.91M	Buy	22,068 +3,035	+16%	+$263K	1.12%	45
2020 Q1	$1.65M	Buy	19,033 +2,147	+13%	+$183K	1.19%	44
2019 Q4	$1.43M	Buy	16,886 +1,860	+12%	+$158K	0.73%	57
2019 Q3	$1.27M	Buy	15,026 +309	+2%	+$26.2K	0.69%	60
2019 Q2	$1.25M	Buy	14,717 +4,987	+51%	+$420K	0.67%	62
2019 Q1	$818K	Buy	9,730 +2,334	+32%	+$195K	0.47%	66
2018 Q4	$618K	Buy	7,396 +3,321	+81%	+$276K	0.39%	67
2018 Q3	$339K	Buy	+4,075	New	+$339K	0.19%	75

Other funds holding SHY

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Monument Capital Management's SHY Position: Q4 2022 in Review

Monument Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 86,302 shares — an estimated $7.01M sold.

Monument Capital Management first reported a position in SHY in Q3 2018 and held it in 15 quarters. The position peaked at $7.01M in Q3 2022. 1,111 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Monument Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Monument Capital Management sold 86,302 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $7.01M.
Monument Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 15 quarters.
Monument Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $7.01M in Q3 2022.
1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Monument Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.