Precision Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Precision Wealth Strategies’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	-8,814	Closed	-$715K	–	111
2022 Q4	$715K	Buy	+8,814	New	+$715K	0.75%	22
2022 Q1	–	Sell	-18,174	Closed	-$1.55M	–	182
2021 Q4	$1.55M	Sell	18,174 -20,550	-53%	-$1.76M	1.12%	17
2021 Q3	$3.34M	Buy	38,724 +14,629	+61%	+$1.26M	2.58%	7
2021 Q2	$2.08M	Sell	24,095 -1,313	-5%	-$113K	1.79%	10
2021 Q1	$2.19M	Sell	25,408 -52,914	-68%	-$4.57M	2.11%	9
2020 Q4	$6.76M	Buy	+78,322	New	+$6.77M	7.34%	4

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 $58.2B AUM 22.78% 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

Precision Wealth Strategies's SHY Position: Q1 2023 in Review

Precision Wealth Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 8,814 shares — an estimated $715K sold.

Precision Wealth Strategies first reported a position in SHY in Q4 2020 and held it in 6 quarters. The position peaked at $6.76M in Q4 2020. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

Precision Wealth Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 8,814 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $715K.
Precision Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Precision Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $6.76M in Q4 2020.
1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.