Successful Portfolios’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Successful Portfolios’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	-5,246	Closed	-$437K	–	207
2022 Q1	$437K	Buy	5,246 +90	+2%	+$7.61K	0.25%	106
2021 Q4	$441K	Buy	5,156 +265	+5%	+$22.7K	0.24%	108
2021 Q3	$421K	Sell	4,891 -100	-2%	-$8.62K	0.25%	109
2021 Q2	$430K	Buy	4,991 +12	+0.2%	+$1.03K	0.26%	102
2021 Q1	$429K	Hold	4,979	–	–	0.28%	98
2020 Q4	$430K	Hold	4,979	–	–	0.31%	88
2020 Q3	$431K	Hold	4,979	–	–	0.34%	81
2020 Q2	$431K	Hold	4,979	–	–	0.38%	80
2020 Q1	$431K	Hold	4,979	–	–	0.44%	71
2019 Q4	$421K	Hold	4,979	–	–	0.37%	73
2019 Q3	$422K	Hold	4,979	–	–	0.4%	71
2019 Q2	$422K	Hold	4,979	–	–	0.45%	69
2019 Q1	$419K	Sell	4,979 -128	-3%	-$10.7K	0.46%	67
2018 Q4	$427K	Hold	5,107	–	–	0.55%	57
2018 Q3	$424K	Sell	5,107 -37	-0.7%	-$3.08K	0.46%	66
2018 Q2	$429K	Sell	5,144 -298	-5%	-$24.8K	0.5%	64
2018 Q1	$455K	Buy	5,442 +246	+5%	+$20.6K	0.55%	58
2017 Q4	$436K	Buy	+5,196	New	+$437K	0.54%	58

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Successful Portfolios's SHY Position: Q2 2022 in Review

Successful Portfolios sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 5,246 shares — an estimated $437K sold.

Successful Portfolios first reported a position in SHY in Q4 2017 and held it in 18 quarters. The position peaked at $455K in Q1 2018. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

Successful Portfolios reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Successful Portfolios sold 5,246 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $437K.
Successful Portfolios first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
Successful Portfolios's iShares 1-3 Year Treasury Bond ETF position peaked at $455K in Q1 2018.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Successful Portfolios's 13F filing for Q2 2022, filed 22 Jul 2022.