Slow Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Slow Capital’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
2022 Q4	–	Sell	-72,997	Closed	-$5.93M	–	144
2022 Q3	$5.93M	Buy	+72,997	New	+$6.01M	1.28%	17
2020 Q4	–	Sell	-187	Closed	-$16K	–	264
2020 Q3	$16K	Sell	187 -11,452	-98%	-$991K	﹤0.01%	213
2020 Q2	$1.01M	Buy	+11,639	New	+$1.01M	0.3%	108

Other funds holding SHY

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Slow Capital's SHY Position: Q4 2022 in Review

Slow Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 72,997 shares — an estimated $5.93M sold.

Slow Capital first reported a position in SHY in Q2 2020 and held it in 3 quarters. The position peaked at $5.93M in Q3 2022. 1,111 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Slow Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Slow Capital sold 72,997 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $5.93M.
Slow Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
Slow Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $5.93M in Q3 2022.
1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Slow Capital's 13F filing for Q4 2022, filed 13 Feb 2023.