Private Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Private Capital Group’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
2022 Q1	–	Sell	-383	Closed	-$33K	–	2193
2021 Q4	$33K	Buy	+383	New	+$32.9K	0.01%	854
2021 Q1	–	Sell	-796	Closed	-$69K	–	2162
2020 Q4	$69K	Buy	796 +169	+27%	+$14.6K	0.01%	643
2020 Q3	$54K	Buy	627 +301	+92%	+$26K	0.01%	676
2020 Q2	$28K	Buy	+326	New	+$28.2K	0.01%	973
2019 Q3	–	Sell	-52	Closed	-$4K	–	2431
2019 Q2	$4K	Hold	52	–	–	﹤0.01%	1721
2019 Q1	$4K	Sell	52 -1,225	-96%	-$103K	﹤0.01%	1742
2018 Q4	$107K	Buy	1,277 +1,225	+2,356%	+$102K	0.02%	366
2018 Q3	$4K	Hold	52	–	–	﹤0.01%	1787
2018 Q2	$4K	Hold	52	–	–	﹤0.01%	1724
2018 Q1	$4K	Hold	52	–	–	﹤0.01%	1683
2017 Q4	$4	Buy	+52	New	+$4.38K	﹤0.01%	1705

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Private Capital Group's SHY Position: Q1 2022 in Review

Private Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 383 shares — an estimated $33K sold.

Private Capital Group first reported a position in SHY in Q4 2017 and held it in 11 quarters. The position peaked at $107K in Q4 2018. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Private Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Private Capital Group sold 383 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $33K.
Private Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
Private Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $107K in Q4 2018.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Private Capital Group's 13F filing for Q1 2022, filed 21 Apr 2022.