Outlook Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Outlook Wealth Advisors’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 Q3	–	Sell	-6,075	Closed	-$493K	–	212
2023 Q2	$493K	Sell	6,075 -213	-3%	-$17.4K	0.19%	128
2023 Q1	$517K	Buy	+6,288	New	+$513K	0.23%	110
2022 Q2	–	Sell	-2,495	Closed	-$208K	–	204
2022 Q1	$208K	Sell	2,495 -12	-0.5%	-$1.01K	0.07%	192
2021 Q4	$214K	Sell	2,507 -185	-7%	-$15.9K	0.06%	195
2021 Q3	$232K	Sell	2,692 -226	-8%	-$19.5K	0.08%	193
2021 Q2	$251K	Sell	2,918 -1,282	-31%	-$111K	0.08%	191
2021 Q1	$362K	Buy	4,200 +39	+0.9%	+$3.37K	0.13%	158
2020 Q4	$359K	Sell	4,161 -28	-0.7%	-$2.42K	0.13%	150
2020 Q3	$362K	Sell	4,189 -202	-5%	-$17.5K	0.14%	137
2020 Q2	$380K	Sell	4,391 -119	-3%	-$10.3K	0.16%	128
2020 Q1	$391K	Buy	+4,510	New	+$385K	0.22%	94

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Outlook Wealth Advisors's SHY Position: Q3 2023 in Review

Outlook Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 6,075 shares — an estimated $493K sold.

Outlook Wealth Advisors first reported a position in SHY in Q1 2020 and held it in 11 quarters. The position peaked at $517K in Q1 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Outlook Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 6,075 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $493K.
Outlook Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 11 quarters.
Outlook Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $517K in Q1 2023.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Outlook Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.