SL Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SL Advisors’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	-8,250	Closed	-$711K	–	49
2021 Q3	$711K	Buy	8,250 +2	+0%	+$172	1.8%	16
2021 Q2	$711K	Hold	8,248	–	–	1.81%	17
2021 Q1	$711K	Hold	8,248	–	–	2.15%	15
2020 Q4	$712K	Hold	8,248	–	–	2.3%	14
2020 Q3	$714K	Hold	8,248	–	–	2.61%	15
2020 Q2	$714K	Hold	8,248	–	–	2.71%	13
2020 Q1	$715K	Buy	8,248 +1,749	+27%	+$149K	3.11%	11
2019 Q4	$550K	Hold	6,499	–	–	1.36%	29
2019 Q3	$551K	Hold	6,499	–	–	1.06%	34
2019 Q2	$551K	Hold	6,499	–	–	0.95%	35
2019 Q1	$546K	Hold	6,499	–	–	0.84%	39
2018 Q4	$543K	Buy	+6,499	New	+$540K	1.12%	33

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SL Advisors's SHY Position: Q4 2021 in Review

SL Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 8,250 shares — an estimated $711K sold.

SL Advisors first reported a position in SHY in Q4 2018 and held it in 12 quarters. The position peaked at $715K in Q1 2020. 913 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

SL Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
SL Advisors sold 8,250 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $711K.
SL Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 12 quarters.
SL Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $715K in Q1 2020.
913 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on SL Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.