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

Peak 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
2023 Q1	–	Sell	-138,479	Closed	-$11.2M	–	71
2022 Q4	$11.2M	Buy	138,479 +93,430	+207%	+$7.58M	10.24%	1
2022 Q3	$3.66M	Buy	45,049 +16,028	+55%	+$1.32M	4.5%	5
2022 Q2	$2.4M	Sell	29,021 -380	-1%	-$31.5K	2.38%	9
2022 Q1	$2.45M	Buy	+29,401	New	+$2.48M	2.1%	19

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Peak Financial Advisors's SHY Position: Q1 2023 in Review

Peak Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 138,479 shares — an estimated $11.2M sold.

Peak Financial Advisors first reported a position in SHY in Q1 2022 and held it in 4 quarters. The position peaked at $11.2M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Peak Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Peak Financial Advisors sold 138,479 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $11.2M.
Peak Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
Peak Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $11.2M 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 Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.