Silicon Hills Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Silicon Hills Wealth 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
2023 Q2	$217K	Hold	2,676	–	–	0.12%	81
2023 Q1	$220K	Sell	2,676 -12,722	-83%	-$1.04M	0.13%	79
2022 Q4	$1.25M	Sell	15,398 -185	-1%	-$15K	0.93%	27
2022 Q3	$1.26M	Buy	15,583 +444	+3%	+$36.5K	1%	25
2022 Q2	$1.25M	Buy	+15,139	New	+$1.26M	0.92%	25
2020 Q1	–	Sell	-1	Closed	-$25	–	256
2019 Q4	$25	Buy	+1	New	+$85	0.02%	178

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Silicon Hills Wealth Management's SHY Position: Q2 2023 in Review

Silicon Hills Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2023 at 2,676 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #81.

Silicon Hills Wealth Management first reported a position in SHY in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Silicon Hills Wealth Management held 2,676 shares of iShares 1-3 Year Treasury Bond ETF worth $217K as of Q2 2023.
Silicon Hills Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #81 holding.
Silicon Hills Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 6 quarters since.
Silicon Hills Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.26M in Q3 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.