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

NWK 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
-929
Closed -$77K – 77
2022
Q2 		$77K Buy
929
+351
+61% +$29.1K 0.05% 58
2022
Q1 		$48K Hold
578
– – 0.03% 64
2021
Q4 		$49K Buy
578
+39
+7% +$3.35K 0.02% 70
2021
Q3 		$46K Hold
539
– – 0.02% 69
2021
Q2 		$46K Hold
539
– – 0.02% 77
2021
Q1 		$46K Buy
539
+364
+208% +$31.4K 0.02% 106
2020
Q4 		$15K Hold
175
– – 0.01% 155
2020
Q3 		$15K Hold
175
– – 0.01% 139
2020
Q2 		$15K Hold
175
– – 0.01% 145
2020
Q1 		$15K Hold
175
– – 0.01% 128
2019
Q4 		$15K Buy
+175
New +$14.8K 0.01% 156

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

NWK Group's SHY Position: Q3 2022 in Review

NWK Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 929 shares — an estimated $77K sold.

NWK Group first reported a position in SHY in Q4 2019 and held it in 11 quarters. The position peaked at $77K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • NWK Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • NWK Group sold 929 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $77K.
  • NWK Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
  • NWK Group's iShares 1-3 Year Treasury Bond ETF position peaked at $77K in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on NWK Group's 13F filing for Q3 2022, filed 14 Nov 2022.