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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$457K Sell
5,628
-9
-0.2% -$741 0.01% 462
2022
Q2
$467K Sell
5,637
-13
-0.2% -$1.08K 0.02% 452
2022
Q1
$471K Buy
+5,650
New +$477K 0.01% 466
2015
Q1
Sell
-197
Closed -$16.6K 838
2014
Q4
$16.6K Buy
+197
New +$16.7K ﹤0.01% 797

Other funds holding SHY

RegentAtlantic Capital's SHY Position: Q3 2022 in Review

RegentAtlantic Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.16% in Q3 2022, selling an estimated $741 and leaving 5,628 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #462.

RegentAtlantic Capital first reported a position in SHY in Q4 2014 and has held it in 4 quarters since. The position peaked at $471K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • RegentAtlantic Capital held 5,628 shares of iShares 1-3 Year Treasury Bond ETF worth $457K as of Q3 2022.
  • RegentAtlantic Capital sold 9 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $741.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #462 holding.
  • RegentAtlantic Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • RegentAtlantic Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $471K in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.