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Nadler Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Nadler Financial Group’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
Q3 		– Sell
-2,940
Closed -$243K – 109
2022
Q2 		$243K Hold
2,940
– – 0.04% 89
2022
Q1 		$245K Buy
+2,940
New +$248K 0.04% 99

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AssetMark Inc
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BlackRock
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Envestnet Asset Management
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BL
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Ameriprise
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CAPTRUST Financial Advisors
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Nadler Financial Group's SHY Position: Q3 2022 in Review

Nadler Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,940 shares — an estimated $243K sold.

Nadler Financial Group first reported a position in SHY in Q1 2022 and held it in 2 quarters. The position peaked at $245K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Nadler Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Nadler Financial Group sold 2,940 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $243K.
  • Nadler Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Nadler Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $245K in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Nadler Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.