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

Petra 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
Q2 		– Sell
-3,200
Closed -$263K – 123
2023
Q1 		$263K Sell
3,200
-980
-23% -$79.9K 0.26% 64
2022
Q4 		$339K Buy
+4,180
New +$339K 0.37% 67

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Petra Financial Advisors's SHY Position: Q2 2023 in Review

Petra Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 3,200 shares — an estimated $263K sold.

Petra Financial Advisors first reported a position in SHY in Q4 2022 and held it in 2 quarters. The position peaked at $339K in Q4 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Petra Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 3,200 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $263K.
  • Petra Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Petra Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $339K in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Petra Financial Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.