Stone Asset Management’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
-2,532
Closed -$210K 47
2022
Q2
$210K Buy
2,532
+4
+0.2% +$332 0.13% 47
2022
Q1
$211K Sell
2,528
-1,619
-39% -$137K 0.12% 45
2021
Q4
$355K Buy
+4,147
New +$356K 0.21% 35

Other funds holding SHY

Stone Asset Management's SHY Position: Q3 2022 in Review

Stone Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,532 shares — an estimated $210K sold.

Stone Asset Management first reported a position in SHY in Q4 2021 and held it in 3 quarters. The position peaked at $355K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Stone Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stone Asset Management sold 2,532 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $210K.
  • Stone Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Stone Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $355K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Stone Asset Management's 13F filing for Q3 2022, filed 20 Oct 2022.