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

Prevail Innovative 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
2023
Q3 		– Sell
-28,242
Closed -$2.29M – 153
2023
Q2 		$2.29M Buy
+28,242
New +$2.31M 1.26% 24

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SHY Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 28,242 shares — an estimated $2.29M sold.

Prevail Innovative Wealth Advisors first reported a position in SHY in Q2 2023 and held it in 1 quarter. The position peaked at $2.29M in Q2 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 28,242 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $2.29M.
  • Prevail Innovative Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.29M 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 Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.