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

Strategic Wealth Management’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
2021 Q4	$2.61M	Hold	30,491	–	–	1.29%	32
2021 Q3	$2.63M	Hold	30,491	–	–	1.37%	28
2021 Q2	$2.63M	Hold	30,491	–	–	1.42%	25
2021 Q1	$2.63M	Hold	30,491	–	–	1.58%	22
2020 Q4	$2.63M	Hold	30,491	–	–	1.62%	26
2020 Q3	$2.64M	Sell	30,491 -3,575	-10%	-$309K	1.97%	16
2020 Q2	$2.95M	Buy	+34,066	New	+$2.95M	2.73%	12

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Strategic Wealth Management's SHY Position: Q4 2021 in Review

Strategic Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2021 at 30,491 shares worth $2.61M. The position accounts for 1.29% of the portfolio, ranked #32.

Strategic Wealth Management first reported a position in SHY in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.95M in Q2 2020. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Strategic Wealth Management held 30,491 shares of iShares 1-3 Year Treasury Bond ETF worth $2.61M as of Q4 2021.
Strategic Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2021.
iShares 1-3 Year Treasury Bond ETF made up 1.29% of Strategic Wealth Management's portfolio in Q4 2021, its #32 holding.
Strategic Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.95M in Q2 2020.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.