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

Rise 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	-1	Closed	-$49	–	664
2023 Q3	$49	Sell	1 -252	-100%	-$20.4K	﹤0.01%	637
2023 Q2	$20.5K	Buy	253 +2	+0.8%	+$164	0.02%	237
2023 Q1	$20.6K	Buy	251 +1	+0.4%	+$82	0.02%	248
2022 Q4	$20.3K	Buy	250 +2	+0.8%	+$162	0.02%	249
2022 Q3	$20K	Hold	248	–	–	0.02%	248
2022 Q2	$21K	Buy	248 +54	+28%	+$4.48K	0.02%	234
2022 Q1	$16K	Hold	194	–	–	0.01%	273
2021 Q4	$16.6K	Buy	+194	New	+$16.6K	0.02%	265

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

Rise Advisors's SHY Position: Q4 2023 in Review

Rise Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 1 share — an estimated $49 sold.

Rise Advisors first reported a position in SHY in Q4 2021 and held it in 8 quarters. The position peaked at $21K in Q2 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Rise Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 1 iShares 1-3 Year Treasury Bond ETF share in Q4 2023, an estimated $49.
Rise Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
Rise Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $21K in Q2 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.