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Riverpoint Wealth Management Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Riverpoint Wealth Management Holdings’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
Q1 		– Sell
-628
Closed -$51K – 103
2022
Q4 		$51K Buy
+628
New +$51K 0.02% 68

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverpoint Wealth Management Holdings's SHY Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 628 shares — an estimated $51K sold.

Riverpoint Wealth Management Holdings first reported a position in SHY in Q4 2022 and held it in 1 quarter. The position peaked at $51K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 628 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $51K.
  • Riverpoint Wealth Management Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $51K in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.