St. Johns Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

St. Johns Investment 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
2022 Q2	–	Sell	-3	Closed	–	–	191
2022 Q1	$0	Hold	3	–	–	﹤0.01%	196
2021 Q4	$0	Hold	3	–	–	﹤0.01%	202
2021 Q3	$0	Buy	+3	New	+$259	﹤0.01%	208
2018 Q4	–	Sell	-80	Closed	-$7K	–	177
2018 Q3	$7K	Buy	80 +65	+433%	+$5.41K	0.01%	134
2018 Q2	$1K	Buy	+15	New	+$1.25K	﹤0.01%	175
2017 Q4	–	Sell	-30	Closed	-$3K	–	192
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	170
2017 Q2	$3K	Sell	30 -70	-70%	-$5.92K	﹤0.01%	153
2017 Q1	$8K	Hold	100	–	–	0.01%	128
2016 Q4	$8K	Sell	100 -100	-50%	-$8.47K	0.01%	130
2016 Q3	$17K	Hold	200	–	–	0.01%	110
2016 Q2	$17K	Sell	200 -115	-37%	-$9.77K	0.02%	110
2016 Q1	$27K	Hold	315	–	–	0.02%	101
2015 Q4	$27K	Sell	315 -60	-16%	-$5.08K	0.02%	99
2015 Q3	$32K	Hold	375	–	–	0.03%	96
2015 Q2	$32K	Hold	375	–	–	0.03%	95
2015 Q1	$32K	Sell	375 -54	-13%	-$4.58K	0.03%	92
2014 Q4	$36K	Hold	429	–	–	0.03%	93
2014 Q3	$36K	Hold	429	–	–	0.03%	88
2014 Q2	$36K	Hold	429	–	–	0.03%	91
2014 Q1	$36K	Buy	+429	New	+$36.2K	0.03%	87

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

St. Johns Investment Management's SHY Position: Q2 2022 in Review

St. Johns Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 3 shares.

St. Johns Investment Management first reported a position in SHY in Q1 2014 and held it in 20 quarters. The position peaked at $36K in Q4 2014. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

St. Johns Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
St. Johns Investment Management sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022.
St. Johns Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and held it in 20 quarters.
St. Johns Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $36K in Q4 2014.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on St. Johns Investment Management's 13F filing for Q2 2022, filed 3 Aug 2022.