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

Resolute Financial’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
Q4 		$686K Buy
8,448
+2,314
+38% +$188K 0.58% 40
2022
Q3 		$498K Sell
6,134
-1,439
-19% -$118K 0.47% 50
2022
Q2 		$627K Buy
7,573
+1
+0% +$83 0.54% 42
2022
Q1 		$631K Buy
7,572
+3
+0% +$254 0.51% 47
2021
Q4 		$647K Buy
+7,569
New +$649K 0.48% 47

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Resolute Financial's SHY Position: Q4 2022 in Review

Resolute Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 38% in Q4 2022, buying an estimated $188K and bringing the position to 8,448 shares worth $686K. The position accounts for 0.58% of the portfolio, ranked #40.

Resolute Financial first reported a position in SHY in Q4 2021 and has held it in 5 quarters since. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Resolute Financial held 8,448 shares of iShares 1-3 Year Treasury Bond ETF worth $686K as of Q4 2022.
  • Resolute Financial bought 2,314 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $188K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.58% of Resolute Financial's portfolio in Q4 2022, its #40 holding.
  • Resolute Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.