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Shufro Rose & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Shufro Rose & Co’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
Q1 		– Sell
-132,525
Closed -$10.8M – 345
2022
Q4 		$10.8M Buy
132,525
+129,527
+4,320% +$10.5M 0.91% 31
2022
Q3 		$243K Sell
2,998
-2,648
-47% -$218K 0.02% 246
2022
Q2 		$467K Buy
+5,646
New +$468K 0.04% 176
2019
Q4 		– Sell
-80
Closed -$7K – 341
2019
Q3 		$7K Buy
+80
New +$6.78K ﹤0.01% 332

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shufro Rose & Co's SHY Position: Q1 2023 in Review

Shufro Rose & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 132,525 shares — an estimated $10.8M sold.

Shufro Rose & Co first reported a position in SHY in Q3 2019 and held it in 4 quarters. The position peaked at $10.8M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Shufro Rose & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Shufro Rose & Co sold 132,525 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $10.8M.
  • Shufro Rose & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 4 quarters.
  • Shufro Rose & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $10.8M in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Shufro Rose & Co's 13F filing for Q1 2023, filed 20 Apr 2023.