Stegent Equity 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
2022
Q3
Sell
-39,305
Closed -$3.25M 70
2022
Q2
$3.25M Sell
39,305
-11,968
-23% -$993K 4.22% 4
2022
Q1
$4.27M Buy
+51,273
New +$4.33M 3.6% 6

Other funds holding SHY

Stegent Equity Advisors's SHY Position: Q3 2022 in Review

Stegent Equity Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 39,305 shares — an estimated $3.25M sold.

Stegent Equity Advisors first reported a position in SHY in Q1 2022 and held it in 2 quarters. The position peaked at $4.27M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Stegent Equity Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 39,305 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $3.25M.
  • Stegent Equity Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Stegent Equity Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.27M in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Stegent Equity Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.