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

Rainsberger 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 Q4	$4.27M	Sell	52,082 -1,857	-3%	-$151K	2.33%	14
2023 Q3	$4.37M	Sell	53,939 -920	-2%	-$74.5K	2.68%	13
2023 Q2	$4.45M	Buy	54,859 +313	+0.6%	+$25.6K	2.68%	13
2023 Q1	$4.48M	Buy	54,546 +456	+0.8%	+$37.2K	2.66%	14
2022 Q4	$4.39M	Buy	54,090 +3,634	+7%	+$295K	2.79%	13
2022 Q3	$4.1M	Buy	+50,456	New	+$4.15M	2.81%	15

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rainsberger Wealth Advisors's SHY Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.4% in Q4 2023, selling an estimated $151K and leaving 52,082 shares worth $4.27M. The position accounts for 2.33% of the portfolio, ranked #14.

Rainsberger Wealth Advisors first reported a position in SHY in Q3 2022 and has held it in 6 quarters since. The position peaked at $4.48M in Q1 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Rainsberger Wealth Advisors held 52,082 shares of iShares 1-3 Year Treasury Bond ETF worth $4.27M as of Q4 2023.
Rainsberger Wealth Advisors sold 1,857 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $151K.
iShares 1-3 Year Treasury Bond ETF made up 2.33% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #14 holding.
Rainsberger Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
Rainsberger Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.48M in Q1 2023.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.