Shepherd Kaplan Krochuk’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Shepherd Kaplan Krochuk’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
2021 Q4	–	Sell	-3,280	Closed	-$283K	–	206
2021 Q3	$283K	Hold	3,280	–	–	0.1%	133
2021 Q2	$283K	Sell	3,280 -3,000	-48%	-$259K	0.1%	138
2021 Q1	$542K	Hold	6,280	–	–	0.21%	81
2020 Q4	$542K	Buy	6,280 +1,140	+22%	+$98.5K	0.2%	86
2020 Q3	$445K	Buy	5,140 +678	+15%	+$58.7K	0.19%	79
2020 Q2	$386K	Buy	4,462 +462	+12%	+$40K	0.17%	99
2020 Q1	$347K	Buy	+4,000	New	+$342K	0.56%	63
2018 Q1	–	Sell	-4,800	Closed	-$402K	–	271
2017 Q4	$402K	Buy	+4,800	New	+$404K	0.25%	114

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Shepherd Kaplan Krochuk's SHY Position: Q4 2021 in Review

Shepherd Kaplan Krochuk sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 3,280 shares — an estimated $283K sold.

Shepherd Kaplan Krochuk first reported a position in SHY in Q4 2017 and held it in 8 quarters. The position peaked at $542K in Q1 2021. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Shepherd Kaplan Krochuk reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 3,280 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $283K.
Shepherd Kaplan Krochuk first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 8 quarters.
Shepherd Kaplan Krochuk's iShares 1-3 Year Treasury Bond ETF position peaked at $542K in Q1 2021.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2021, filed 14 Feb 2022.