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Steward Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Steward Financial 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
Q2 		– Sell
-1,404
Closed -$117K – 1328
2022
Q1 		$117K Hold
1,404
– – 0.1% 46
2021
Q4 		$120K Buy
+1,404
New +$120K 0.11% 42

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Financial Group's SHY Position: Q2 2022 in Review

Steward Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 1,404 shares — an estimated $117K sold.

Steward Financial Group first reported a position in SHY in Q4 2021 and held it in 2 quarters. The position peaked at $120K in Q4 2021. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Steward Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Steward Financial Group sold 1,404 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $117K.
  • Steward Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Steward Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $120K in Q4 2021.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Steward Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.