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Signet Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Signet Financial Management’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
-2,816
Closed -$243K – 1480
2021
Q3 		$243K Buy
+2,816
New +$243K 0.04% 230
2021
Q2 		– Sell
-9,476
Closed -$817K – 216
2021
Q1 		$817K Buy
9,476
+575
+6% +$49.6K 0.15% 134
2020
Q4 		$769K Buy
8,901
+3,211
+56% +$277K 0.16% 129
2020
Q3 		$492K Sell
5,690
-325
-5% -$28.1K 0.11% 155
2020
Q2 		$521K Buy
+6,015
New +$521K 0.12% 145
2018
Q4 		– Sell
-1,395
Closed -$116K – 724
2018
Q3 		$116K Sell
1,395
-296
-18% -$24.6K 0.02% 293
2018
Q2 		$141K Sell
1,691
-675
-29% -$56.2K 0.02% 264
2018
Q1 		$198K Sell
2,366
-3,082
-57% -$258K 0.04% 206
2017
Q4 		$457K Sell
5,448
-274
-5% -$23.1K 0.09% 153
2017
Q3 		$483K Sell
5,722
-208
-4% -$17.6K 0.09% 146
2017
Q2 		$501K Buy
5,930
+994
+20% +$84K 0.11% 144
2017
Q1 		$417K Sell
4,936
-36
-0.7% -$3.04K 0.09% 148
2016
Q4 		$420K Sell
4,972
-1,334
-21% -$113K 0.1% 128
2016
Q3 		$536K Sell
6,306
-2,617
-29% -$223K 0.13% 109
2016
Q2 		$761K Sell
8,923
-10,102
-53% -$859K 0.18% 98
2016
Q1 		$1.62M Sell
19,025
-3,893
-17% -$330K 0.34% 68
2015
Q4 		$1.93M Sell
22,918
-178
-0.8% -$15.1K 0.4% 64
2015
Q3 		$1.96M Sell
23,096
-211
-0.9% -$17.9K 0.44% 57
2015
Q2 		$1.98M Buy
23,307
+2,644
+13% +$224K 0.46% 58
2015
Q1 		$1.75M Sell
20,663
-5,335
-21% -$452K 0.49% 60
2014
Q4 		$2.2M Buy
+25,998
New +$2.2M 0.8% 54

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Signet Financial Management's SHY Position: Q4 2021 in Review

Signet Financial Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 2,816 shares — an estimated $243K sold.

Signet Financial Management first reported a position in SHY in Q4 2014 and held it in 21 quarters. The position peaked at $2.2M in Q4 2014. 913 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • Signet Financial Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Signet Financial Management sold 2,816 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $243K.
  • Signet Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 21 quarters.
  • Signet Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.2M in Q4 2014.
  • 913 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Signet Financial Management's 13F filing for Q4 2021, filed 11 Feb 2022.