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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-22,376
Closed -$1.81M 168
2023
Q2
$1.81M Buy
22,376
+5,154
+30% +$421K 0.51% 41
2023
Q1
$1.41M Buy
+17,222
New +$1.4M 0.43% 45

Other funds holding SHY

Security Financial Services's SHY Position: Q3 2023 in Review

Security Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 22,376 shares — an estimated $1.81M sold.

Security Financial Services first reported a position in SHY in Q1 2023 and held it in 2 quarters. The position peaked at $1.81M in Q2 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Security Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Security Financial Services sold 22,376 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.81M.
  • Security Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Security Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $1.81M in Q2 2023.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Security Financial Services's 13F filing for Q3 2023, filed 7 Nov 2023.