Old North State Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-248
Closed -$20K 366
2023
Q1
$20K Buy
+248
New +$20.2K 0.01% 315

Other funds holding SHY

Old North State Trust's SHY Position: Q2 2023 in Review

Old North State Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 248 shares — an estimated $20K sold.

Old North State Trust first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Old North State Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Old North State Trust sold 248 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $20K.
  • Old North State Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Old North State Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $20K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Old North State Trust's 13F filing for Q2 2023, filed 22 Aug 2023.