Selective Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
AWA
BL
Selective Wealth Management's SHY Position: Q4 2022 in Review
Selective Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 67% in Q4 2022, selling an estimated $743K and leaving 4,598 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #70.
Selective Wealth Management first reported a position in SHY in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.28M in Q2 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.
- Selective Wealth Management held 4,598 shares of iShares 1-3 Year Treasury Bond ETF worth $376K as of Q4 2022.
- Selective Wealth Management sold 9,152 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $743K.
- iShares 1-3 Year Treasury Bond ETF made up 0.2% of Selective Wealth Management's portfolio in Q4 2022, its #70 holding.
- Selective Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 4 quarters since.
- Selective Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.28M in Q2 2022.
- 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.
Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.