O'Donnell Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

O'Donnell Financial Services’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	-3,809	Closed	-$309K	–	23
2022 Q4	$309K	Hold	3,809	–	–	2.84%	12
2022 Q3	$309K	Hold	3,809	–	–	1.08%	14
2022 Q2	$316K	Hold	3,809	–	–	0.26%	25
2022 Q1	$317K	Sell	3,809 -284	-7%	-$24K	0.14%	31
2021 Q4	$348K	Sell	4,093 -66,828	-94%	-$5.73M	0.16%	32
2021 Q3	$6.11M	Buy	+70,921	New	+$6.11M	2.94%	10

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

O'Donnell Financial Services's SHY Position: Q1 2023 in Review

O'Donnell Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 3,809 shares — an estimated $309K sold.

O'Donnell Financial Services first reported a position in SHY in Q3 2021 and held it in 6 quarters. The position peaked at $6.11M in Q3 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

O'Donnell Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
O'Donnell Financial Services sold 3,809 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $309K.
O'Donnell Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 6 quarters.
O'Donnell Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $6.11M in Q3 2021.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on O'Donnell Financial Services's 13F filing for Q1 2023, filed 20 Apr 2023.