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Phoenix Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Phoenix Wealth 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
Q3 		– Sell
-162
Closed -$14K – 389
2021
Q2 		$14K Hold
162
– – 0.01% 283
2021
Q1 		$14K Hold
162
– – 0.01% 282
2020
Q4 		$14K Buy
+162
New +$14K 0.01% 285

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
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Phoenix Wealth Advisors's SHY Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 162 shares — an estimated $14K sold.

Phoenix Wealth Advisors first reported a position in SHY in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • Phoenix Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 162 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $14K.
  • Phoenix Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
  • Phoenix Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.