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Stonegate Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stonegate Investment 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
-3,167
Closed -$264K – 341
2022
Q1 		$264K Buy
+3,167
New +$268K 0.01% 217

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BlackRock
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Envestnet Asset Management
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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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Stonegate Investment Group's SHY Position: Q2 2022 in Review

Stonegate Investment Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 3,167 shares — an estimated $264K sold.

Stonegate Investment Group first reported a position in SHY in Q1 2022 and held it in 1 quarter. The position peaked at $264K in Q1 2022. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Stonegate Investment Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 3,167 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $264K.
  • Stonegate Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Stonegate Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $264K in Q1 2022.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Stonegate Investment Group's 13F filing for Q2 2022, filed 9 Aug 2022.