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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,151
Closed -$743K 157
2022
Q4
$743K Buy
9,151
+340
+4% +$27.6K 0.17% 94
2022
Q3
$716K Buy
+8,811
New +$725K 0.19% 91

Other funds holding SHY

Souders Financial Advisors's SHY Position: Q1 2023 in Review

Souders Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 9,151 shares — an estimated $743K sold.

Souders Financial Advisors first reported a position in SHY in Q3 2022 and held it in 2 quarters. The position peaked at $743K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Souders Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 9,151 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $743K.
  • Souders Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Souders Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $743K 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 Souders Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.