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

Pettinga 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 Q3	–	Sell	-21,259	Closed	-$1.72M	–	111
2023 Q2	$1.72M	Buy	21,259 +768	+4%	+$62.8K	0.51%	36
2023 Q1	$1.68M	Buy	+20,491	New	+$1.67M	0.52%	36
2020 Q1	–	Sell	-6,188	Closed	-$524K	–	91
2019 Q4	$524K	Sell	6,188 -561	-8%	-$47.5K	0.28%	51
2019 Q3	$572K	Sell	6,749 -1,526	-18%	-$129K	0.31%	51
2019 Q2	$702K	Buy	8,275 +206	+3%	+$17.3K	0.37%	41
2019 Q1	$679K	Buy	8,069 +2,189	+37%	+$183K	0.36%	44
2018 Q4	$492K	Buy	+5,880	New	+$489K	0.32%	52

Other funds holding SHY

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

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

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pettinga Financial Advisors's SHY Position: Q3 2023 in Review

Pettinga Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 21,259 shares — an estimated $1.72M sold.

Pettinga Financial Advisors first reported a position in SHY in Q4 2018 and held it in 7 quarters. The position peaked at $1.72M in Q2 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Pettinga Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Pettinga Financial Advisors sold 21,259 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.72M.
Pettinga Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
Pettinga Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.72M in Q2 2023.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Pettinga Financial Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.