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

Professional 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 Q4	–	Sell	-7,372	Closed	-$597K	–	96
2023 Q3	$597K	Buy	+7,372	New	+$597K	0.27%	63
2022 Q4	–	Sell	-11,684	Closed	-$949K	–	381
2022 Q3	$949K	Sell	11,684 -15,481	-57%	-$1.27M	0.59%	32
2022 Q2	$2.25M	Sell	27,165 -3,935	-13%	-$326K	1.26%	15
2022 Q1	$2.59M	Buy	31,100 +16,895	+119%	+$1.43M	1.12%	17
2021 Q4	$1.22M	Buy	+14,205	New	+$1.22M	0.53%	37
2020 Q1	–	Sell	-3,162	Closed	-$268K	–	66
2019 Q4	$268K	Buy	+3,162	New	+$268K	0.25%	73

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Professional Financial Advisors's SHY Position: Q4 2023 in Review

Professional Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 7,372 shares — an estimated $597K sold.

Professional Financial Advisors first reported a position in SHY in Q4 2019 and held it in 6 quarters. The position peaked at $2.59M in Q1 2022. 1,120 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Professional Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Professional Financial Advisors sold 7,372 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $597K.
Professional Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
Professional Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.59M in Q1 2022.
1,120 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Professional Financial Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.