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

Oakwell Private Wealth 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
2021 Q3	–	Sell	-3,355	Closed	-$289K	–	68
2021 Q2	$289K	Sell	3,355 -912	-21%	-$78.7K	0.19%	52
2021 Q1	$368K	Sell	4,267 -183	-4%	-$15.8K	0.26%	47
2020 Q4	$384K	Buy	+4,450	New	+$384K	0.3%	42

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Forward Management San Francisco, California $907M AUM 0.46% 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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Oakwell Private Wealth Management's SHY Position: Q3 2021 in Review

Oakwell Private Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 3,355 shares — an estimated $289K sold.

Oakwell Private Wealth Management first reported a position in SHY in Q4 2020 and held it in 3 quarters. The position peaked at $384K in Q4 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Oakwell Private Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Oakwell Private Wealth Management sold 3,355 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $289K.
Oakwell Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
Oakwell Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $384K in Q4 2020.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.