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Strategic Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Strategic Advisors’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
Q1 		– Sell
-7,107
Closed -$577K – 212
2022
Q4 		$577K Sell
7,107
-1,106
-13% -$89.7K 0.13% 121
2022
Q3 		$666K Buy
8,213
+627
+8% +$51.6K 0.15% 112
2022
Q2 		$628K Buy
+7,586
New +$629K 0.13% 117
2021
Q1 		– Sell
-6,311
Closed -$545K – 174
2020
Q4 		$545K Buy
6,311
+772
+14% +$66.7K 0.16% 101
2020
Q3 		$478K Buy
+5,539
New +$479K 0.16% 101
2020
Q2 		– Sell
-4,481
Closed -$388K – 163
2020
Q1 		$388K Buy
+4,481
New +$383K 0.17% 99

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Advisors's SHY Position: Q1 2023 in Review

Strategic Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 7,107 shares — an estimated $577K sold.

Strategic Advisors first reported a position in SHY in Q1 2020 and held it in 6 quarters. The position peaked at $666K in Q3 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Strategic Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Strategic Advisors sold 7,107 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $577K.
  • Strategic Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
  • Strategic Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $666K in Q3 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Strategic Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.