StrategIQ Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

StrategIQ Financial 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
2023 Q4	$1.41M	Sell	17,204 -4,293	-20%	-$349K	0.16%	117
2023 Q3	$1.74M	Sell	21,497 -975	-4%	-$79K	0.2%	98
2023 Q2	$1.82M	Sell	22,472 -1,972	-8%	-$161K	0.21%	98
2023 Q1	$2.01M	Buy	24,444 +5,699	+30%	+$465K	0.23%	87
2022 Q4	$1.52M	Buy	18,745 +14,224	+315%	+$1.15M	0.18%	101
2022 Q3	$367K	Buy	4,521 +115	+3%	+$9.46K	0.05%	206
2022 Q2	$365K	Hold	4,406	–	–	0.04%	215
2022 Q1	$367K	Hold	4,406	–	–	0.04%	229
2021 Q4	$377K	Buy	+4,406	New	+$378K	0.04%	227

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

StrategIQ Financial Group's SHY Position: Q4 2023 in Review

StrategIQ Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q4 2023, selling an estimated $349K and leaving 17,204 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #117.

StrategIQ Financial Group first reported a position in SHY in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.01M in Q1 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

StrategIQ Financial Group held 17,204 shares of iShares 1-3 Year Treasury Bond ETF worth $1.41M as of Q4 2023.
StrategIQ Financial Group sold 4,293 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $349K.
iShares 1-3 Year Treasury Bond ETF made up 0.16% of StrategIQ Financial Group's portfolio in Q4 2023, its #117 holding.
StrategIQ Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
StrategIQ Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.01M in Q1 2023.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.