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Okabena Investment Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Okabena Investment 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
-444
Closed -$36K – 242
2022
Q4 		$36K Buy
+444
New +$36K 0.02% 104

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Okabena Investment Services's SHY Position: Q1 2023 in Review

Okabena Investment Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 444 shares — an estimated $36K sold.

Okabena Investment Services first reported a position in SHY in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Okabena Investment Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 444 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $36K.
  • Okabena Investment Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's iShares 1-3 Year Treasury Bond ETF position peaked at $36K in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.