Spectrum Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Spectrum Management Group’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 Q3	–	Sell	-2,330	Closed	-$193K	–	255
2022 Q2	$193K	Hold	2,330	–	–	0.05%	102
2022 Q1	$194K	Hold	2,330	–	–	0.03%	115
2021 Q4	$199K	Sell	2,330 -53	-2%	-$4.55K	0.03%	120
2021 Q3	$205K	Hold	2,383	–	–	0.03%	118
2021 Q2	$205K	Hold	2,383	–	–	0.04%	110
2021 Q1	$206K	Buy	2,383 +209	+10%	+$18K	0.04%	111
2020 Q4	$188K	Sell	2,174 -51	-2%	-$4.41K	0.04%	111
2020 Q3	$192K	Buy	2,225 +65	+3%	+$5.62K	0.05%	108
2020 Q2	$187K	Buy	+2,160	New	+$187K	0.05%	108

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Spectrum Management Group's SHY Position: Q3 2022 in Review

Spectrum Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,330 shares — an estimated $193K sold.

Spectrum Management Group first reported a position in SHY in Q2 2020 and held it in 9 quarters. The position peaked at $206K in Q1 2021. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Spectrum Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Spectrum Management Group sold 2,330 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $193K.
Spectrum Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 9 quarters.
Spectrum Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $206K in Q1 2021.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.