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PRW Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PRW Wealth Management’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
-3,750
Closed -$323K – 256
2021
Q2 		$323K Buy
+3,750
New +$323K 0.09% 203

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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

PRW Wealth Management's SHY Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2021, closing a stake of 3,750 shares — an estimated $323K sold.

PRW Wealth Management first reported a position in SHY in Q2 2021 and held it in 1 quarter. The position peaked at $323K in Q2 2021. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,750 iShares 1-3 Year Treasury Bond ETF shares in Q3 2021, an estimated $323K.
  • PRW Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $323K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.