Sadoff Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sadoff Investment Management’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 Q3	$341K	Hold	4,194	–	–	0.03%	66
2022 Q2	$347K	Hold	4,194	–	–	0.03%	71
2022 Q1	$350K	Hold	4,194	–	–	0.02%	74
2021 Q4	$359K	Hold	4,194	–	–	0.02%	75
2021 Q3	$361K	Buy	4,194 +346	+9%	+$29.8K	0.02%	76
2021 Q2	$332K	Hold	3,848	–	–	0.02%	77
2021 Q1	$332K	Hold	3,848	–	–	0.02%	79
2020 Q4	$332K	Sell	3,848 -500	-11%	-$43.2K	0.03%	77
2020 Q3	$376K	Hold	4,348	–	–	0.03%	74
2020 Q2	$377K	Hold	4,348	–	–	0.03%	68
2020 Q1	$377K	Hold	4,348	–	–	0.04%	63
2019 Q4	$368K	Hold	4,348	–	–	0.03%	72
2019 Q3	$369K	Hold	4,348	–	–	0.03%	63
2019 Q2	$369K	Hold	4,348	–	–	0.03%	63
2019 Q1	$366K	Hold	4,348	–	–	0.03%	63
2018 Q4	$364K	Hold	4,348	–	–	0.04%	65
2018 Q3	$361K	Hold	4,348	–	–	0.03%	65
2018 Q2	$362K	Hold	4,348	–	–	0.03%	68
2018 Q1	$363K	Hold	4,348	–	–	0.03%	66
2017 Q4	$365K	Hold	4,348	–	–	0.03%	67
2017 Q3	$367K	Buy	+4,348	New	+$368K	0.03%	63

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sadoff Investment Management's SHY Position: Q3 2022 in Review

Sadoff Investment Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2022 at 4,194 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #66.

Sadoff Investment Management first reported a position in SHY in Q3 2017 and has held it in 21 quarters since. The position peaked at $377K in Q2 2020. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Sadoff Investment Management held 4,194 shares of iShares 1-3 Year Treasury Bond ETF worth $341K as of Q3 2022.
Sadoff Investment Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2022.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Sadoff Investment Management's portfolio in Q3 2022, its #66 holding.
Sadoff Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 21 quarters since.
Sadoff Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $377K in Q2 2020.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.