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Riverview Trust Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Riverview Trust Company’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
2024
Q1 		– Sell
-6,857
Closed -$563K – 649
2023
Q4 		$563K Hold
6,857
– – 0.57% 42
2023
Q3 		$555K Buy
+6,857
New +$555K 0.49% 43

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BL
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UBS Group
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Bank of Montreal
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Riverview Trust Company's SHY Position: Q1 2024 in Review

Riverview Trust Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 6,857 shares — an estimated $563K sold.

Riverview Trust Company first reported a position in SHY in Q3 2023 and held it in 2 quarters. The position peaked at $563K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Riverview Trust Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Riverview Trust Company sold 6,857 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $563K.
  • Riverview Trust Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Riverview Trust Company's iShares 1-3 Year Treasury Bond ETF position peaked at $563K in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Riverview Trust Company's 13F filing for Q1 2024, filed 12 Apr 2024.