NorthStar Asset Management (Massachusetts)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NorthStar Asset Management (Massachusetts)’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	-3,693	Closed	-$300K	–	71
2022 Q3	$300K	Hold	3,693	–	–	0.1%	62
2022 Q2	$306K	Hold	3,693	–	–	0.1%	68
2022 Q1	$308K	Hold	3,693	–	–	0.08%	70
2021 Q4	$316K	Hold	3,693	–	–	0.08%	71
2021 Q3	$318K	Sell	3,693 -1,180	-24%	-$102K	0.08%	72
2021 Q2	$420K	Hold	4,873	–	–	0.11%	69
2021 Q1	$420K	Buy	+4,873	New	+$421K	0.13%	57

Other funds holding SHY

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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

NorthStar Asset Management (Massachusetts)'s SHY Position: Q4 2022 in Review

NorthStar Asset Management (Massachusetts) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 3,693 shares — an estimated $300K sold.

NorthStar Asset Management (Massachusetts) first reported a position in SHY in Q1 2021 and held it in 7 quarters. The position peaked at $420K in Q1 2021. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

NorthStar Asset Management (Massachusetts) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
NorthStar Asset Management (Massachusetts) sold 3,693 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $300K.
NorthStar Asset Management (Massachusetts) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
NorthStar Asset Management (Massachusetts)'s iShares 1-3 Year Treasury Bond ETF position peaked at $420K in Q1 2021.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q4 2022, filed 8 Feb 2023.