Sterling Investment Advisors (Pennsylvania)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-2,023	Closed	-$167K	–	439
2022 Q2	$167K	Buy	2,023 +1,000	+98%	+$83K	0.06%	144
2022 Q1	$85K	Buy	+1,023	New	+$86.5K	0.02%	208
2021 Q2	–	Sell	-211	Closed	-$18K	–	566
2021 Q1	$18K	Hold	211	–	–	0.01%	354
2020 Q4	$18K	Hold	211	–	–	0.01%	318
2020 Q3	$18K	Hold	211	–	–	0.01%	305
2020 Q2	$18K	Buy	+211	New	+$18.3K	0.01%	308

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 $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sterling Investment Advisors (Pennsylvania)'s SHY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,023 shares — an estimated $167K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SHY in Q2 2020 and held it in 6 quarters. The position peaked at $167K in Q2 2022. 1,042 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 2,023 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $167K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares 1-3 Year Treasury Bond ETF position peaked at $167K in Q2 2022.
1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.