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

Novare 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
2023 Q1	–	Sell	-35,520	Closed	-$2.88M	–	179
2022 Q4	$2.88M	Hold	35,520	–	–	0.34%	77
2022 Q3	$2.88M	Sell	35,520 -11	-0%	-$905	0.37%	78
2022 Q2	$2.94M	Buy	35,531 +3,911	+12%	+$324K	0.36%	76
2022 Q1	$2.64M	Buy	+31,620	New	+$2.67M	0.28%	80

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

Novare Capital Management's SHY Position: Q1 2023 in Review

Novare Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 35,520 shares — an estimated $2.88M sold.

Novare Capital Management first reported a position in SHY in Q1 2022 and held it in 4 quarters. The position peaked at $2.94M in Q2 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Novare Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Novare Capital Management sold 35,520 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.88M.
Novare Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
Novare Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.94M in Q2 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Novare Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.