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National Wealth Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

National Wealth Management 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
-2,932
Closed -$243K – 153
2022
Q2 		$243K Hold
2,932
– – 0.31% 90
2022
Q1 		$244K Hold
2,932
– – 0.24% 95
2021
Q4 		$251K Buy
+2,932
New +$252K 0.23% 105

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Wealth Management Group's SHY Position: Q3 2022 in Review

National Wealth Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,932 shares — an estimated $243K sold.

National Wealth Management Group first reported a position in SHY in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • National Wealth Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • National Wealth Management Group sold 2,932 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $243K.
  • National Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • National Wealth Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $251K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.