Parisi Gray Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Parisi Gray Wealth Management’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
2022 Q2	–	Sell	-96,065	Closed	-$8.01M	–	116
2022 Q1	$8.01M	Sell	96,065 -9,341	-9%	-$789K	3.24%	7
2021 Q4	$9.02M	Buy	+105,406	New	+$9.04M	3.37%	6
2021 Q3	–	Sell	-7,468	Closed	-$643K	–	476
2021 Q2	$643K	Sell	7,468 -431	-5%	-$37.2K	0.24%	72
2021 Q1	$681K	Buy	7,899 +841	+12%	+$72.6K	0.28%	65
2020 Q4	$610K	Sell	7,058 -26,298	-79%	-$2.27M	0.27%	66
2020 Q3	$2.89M	Buy	+33,356	New	+$2.89M	1.5%	13
2019 Q2	–	Sell	-229	Closed	-$19K	–	388
2019 Q1	$19K	Hold	229	–	–	0.01%	313
2018 Q4	$19K	Hold	229	–	–	0.01%	322
2018 Q3	$19K	Sell	229 -1,097	-83%	-$91.3K	0.01%	337
2018 Q2	$110K	Sell	1,326 -581	-30%	-$48.4K	0.07%	134
2018 Q1	$159K	Hold	1,907	–	–	0.12%	109
2017 Q4	$160K	Buy	+1,907	New	+$160K	0.12%	106

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parisi Gray Wealth Management's SHY Position: Q2 2022 in Review

Parisi Gray Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 96,065 shares — an estimated $8.01M sold.

Parisi Gray Wealth Management first reported a position in SHY in Q4 2017 and held it in 12 quarters. The position peaked at $9.02M in Q4 2021. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

Parisi Gray Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Parisi Gray Wealth Management sold 96,065 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $8.01M.
Parisi Gray Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 12 quarters.
Parisi Gray Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.02M in Q4 2021.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.