Navalign LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Navalign LLC’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 Q1	–	Sell	-80,544	Closed	-$6.54M	–	123
2022 Q4	$6.54M	Buy	+80,544	New	+$6.53M	2.7%	11

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Navalign LLC's SHY Position: Q1 2023 in Review

Navalign LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 80,544 shares — an estimated $6.54M sold.

Navalign LLC first reported a position in SHY in Q4 2022 and held it in 1 quarter. The position peaked at $6.54M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Navalign LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Navalign LLC sold 80,544 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $6.54M.
Navalign LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
Navalign LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $6.54M in Q4 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Navalign LLC's 13F filing for Q1 2023, filed 20 Apr 2023.