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

Stokes 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
2023 Q3	–	Sell	-2,501	Closed	-$203K	–	358
2023 Q2	$203K	Hold	2,501	–	–	0.02%	297
2023 Q1	$205K	Hold	2,501	–	–	0.03%	274
2022 Q4	$203K	Buy	+2,501	New	+$203K	0.03%	258

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stokes Family Office's SHY Position: Q3 2023 in Review

Stokes Family Office sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 2,501 shares — an estimated $203K sold.

Stokes Family Office first reported a position in SHY in Q4 2022 and held it in 3 quarters. The position peaked at $205K in Q1 2023. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Stokes Family Office reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Stokes Family Office sold 2,501 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $203K.
Stokes Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
Stokes Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $205K in Q1 2023.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Stokes Family Office's 13F filing for Q3 2023, filed 13 Nov 2023.