RiverGlades Family Offices’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

RiverGlades Family Offices’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 Q2	–	Sell	-6,050	Closed	-$497K	–	78
2023 Q1	$497K	Buy	+6,050	New	+$493K	0.46%	39
2022 Q2	–	Sell	-8,450	Closed	-$704K	–	84
2022 Q1	$704K	Hold	8,450	–	–	0.53%	38
2021 Q4	$723K	Sell	8,450 -9,100	-52%	-$781K	0.52%	37
2021 Q3	$1.51M	Hold	17,550	–	–	1.18%	24
2021 Q2	$1.51M	Hold	17,550	–	–	1.17%	23
2021 Q1	$1.51M	Hold	17,550	–	–	1.23%	23
2020 Q4	$1.52M	Hold	17,550	–	–	1.29%	22
2020 Q3	$1.52M	Hold	17,550	–	–	1.45%	21
2020 Q2	$1.52M	Buy	17,550 +4,750	+37%	+$411K	1.55%	19
2020 Q1	$1.11M	Sell	12,800 -11,325	-47%	-$967K	1.18%	23
2019 Q4	$2.04M	Hold	24,125	–	–	1.76%	18
2019 Q3	$2.05M	Hold	24,125	–	–	1.83%	18
2019 Q2	$2.04M	Hold	24,125	–	–	1.83%	18
2019 Q1	$2.03M	Buy	+24,125	New	+$2.02M	1.84%	17
2018 Q4	–	Sell	-14,625	Closed	-$1.22M	–	68
2018 Q3	$1.22M	Sell	14,625 -2,200	-13%	-$183K	1.03%	24
2018 Q2	$1.4M	Buy	16,825 +13,000	+340%	+$1.08M	1.22%	23
2018 Q1	$320K	Hold	3,825	–	–	0.26%	56
2017 Q4	$321K	Buy	+3,825	New	+$322K	0.26%	54

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RiverGlades Family Offices's SHY Position: Q2 2023 in Review

RiverGlades Family Offices sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 6,050 shares — an estimated $497K sold.

RiverGlades Family Offices first reported a position in SHY in Q4 2017 and held it in 18 quarters. The position peaked at $2.05M in Q3 2019. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

RiverGlades Family Offices reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
RiverGlades Family Offices sold 6,050 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $497K.
RiverGlades Family Offices first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
RiverGlades Family Offices's iShares 1-3 Year Treasury Bond ETF position peaked at $2.05M in Q3 2019.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on RiverGlades Family Offices's 13F filing for Q2 2023, filed 11 Aug 2023.