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Segall Bryant & Hamill’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Segall Bryant & Hamill’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
Q4 		– Sell
-2,557
Closed -$206K – 732
2022
Q3 		$206K Buy
+2,557
New +$210K ﹤0.01% 698
2019
Q1 		– Sell
-3,649
Closed -$305K – 860
2018
Q4 		$305K Buy
+3,649
New +$303K 0.01% 731

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Segall Bryant & Hamill's SHY Position: Q4 2022 in Review

Segall Bryant & Hamill sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 2,557 shares — an estimated $206K sold.

Segall Bryant & Hamill first reported a position in SHY in Q4 2018 and held it in 2 quarters. The position peaked at $305K in Q4 2018. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Segall Bryant & Hamill reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Segall Bryant & Hamill sold 2,557 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $206K.
  • Segall Bryant & Hamill first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Segall Bryant & Hamill's iShares 1-3 Year Treasury Bond ETF position peaked at $305K in Q4 2018.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Segall Bryant & Hamill's 13F filing for Q4 2022, filed 14 Feb 2023.