Safeguard Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-1,520	Closed	-$123K	–	470
2023 Q2	$123K	Buy	+1,520	New	+$124K	0.06%	90
2023 Q1	–	Sell	-2,770	Closed	-$225K	–	75
2022 Q4	$225K	Sell	2,770 -1,987	-42%	-$161K	0.16%	58
2022 Q3	$386K	Sell	4,757 -2,868	-38%	-$236K	0.36%	40
2022 Q2	$631K	Sell	7,625 -8,740	-53%	-$725K	0.75%	26
2022 Q1	$1.36M	Buy	+16,365	New	+$1.38M	2.04%	12

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Safeguard Financial's SHY Position: Q3 2023 in Review

Safeguard Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 1,520 shares — an estimated $123K sold.

Safeguard Financial first reported a position in SHY in Q1 2022 and held it in 5 quarters. The position peaked at $1.36M in Q1 2022. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Safeguard Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,520 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $123K.
Safeguard Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
Safeguard Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $1.36M in Q1 2022.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.