Paradigm Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Paradigm Financial 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
2021 Q4	$1.24M	Sell	14,505 -164	-1%	-$14.1K	0.27%	69
2021 Q3	$1.26M	Sell	14,669 -123	-0.8%	-$10.6K	0.29%	69
2021 Q2	$1.27M	Sell	14,792 -3,096	-17%	-$267K	0.28%	74
2021 Q1	$1.54M	Sell	17,888 -10,239	-36%	-$884K	0.37%	62
2020 Q4	$2.43M	Sell	28,127 -46,611	-62%	-$4.03M	0.66%	40
2020 Q3	$6.47M	Buy	+74,738	New	+$6.47M	1.83%	16
2014 Q2	–	Sell	-690	Closed	-$58K	–	197
2014 Q1	$58K	Hold	690	–	–	0.05%	111
2013 Q4	$58K	Buy	+690	New	+$58.3K	0.06%	122

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Paradigm Financial Advisors's SHY Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q4 2021, selling an estimated $14.1K and leaving 14,505 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #69.

Paradigm Financial Advisors first reported a position in SHY in Q4 2013 and has held it in 8 quarters since. The position peaked at $6.47M in Q3 2020. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Paradigm Financial Advisors held 14,505 shares of iShares 1-3 Year Treasury Bond ETF worth $1.24M as of Q4 2021.
Paradigm Financial Advisors sold 164 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $14.1K.
iShares 1-3 Year Treasury Bond ETF made up 0.27% of Paradigm Financial Advisors's portfolio in Q4 2021, its #69 holding.
Paradigm Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 8 quarters since.
Paradigm Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.47M in Q3 2020.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.