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Standard Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Standard Family Office’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
-12,000
Closed -$975K – 373
2022
Q3 		$975K Buy
+12,000
New +$988K 0.43% 10

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AWA
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BlackRock
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Standard Family Office's SHY Position: Q4 2022 in Review

Standard Family Office sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 12,000 shares — an estimated $975K sold.

Standard Family Office first reported a position in SHY in Q3 2022 and held it in 1 quarter. The position peaked at $975K in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Standard Family Office reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 12,000 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $975K.
  • Standard Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Standard Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $975K in Q3 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.