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Summit Wealth & Retirement Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Summit Wealth & Retirement Planning’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
Q4 		– Sell
-123,445
Closed -$10M – 123
2022
Q3 		$10M Buy
123,445
+118,729
+2,518% +$9.77M 3.99% 7
2022
Q2 		$390K Sell
4,716
-113
-2% -$9.37K 0.15% 78
2022
Q1 		$403K Sell
4,829
-649
-12% -$54.8K 0.14% 74
2021
Q4 		$469K Buy
5,478
+478
+10% +$41K 0.16% 62
2021
Q3 		$431K Sell
5,000
-45
-0.9% -$3.88K 0.16% 65
2021
Q2 		$435K Buy
5,045
+107
+2% +$9.23K 0.16% 62
2021
Q1 		$426K Buy
4,938
+977
+25% +$84.3K 0.16% 74
2020
Q4 		$342K Buy
3,961
+185
+5% +$16K 0.13% 90
2020
Q3 		$327K Buy
3,776
+137
+4% +$11.9K 0.14% 86
2020
Q2 		$315K Sell
3,639
-846
-19% -$73.3K 0.15% 92
2020
Q1 		$389K Buy
4,485
+5
+0.1% +$427 0.21% 80
2019
Q4 		$379K Buy
4,480
+796
+22% +$67.4K 0.17% 97
2019
Q3 		$312K Buy
3,684
+203
+6% +$17.2K 0.19% 97
2019
Q2 		$295K Buy
+3,481
New +$293K 0.17% 106

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth & Retirement Planning's SHY Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 123,445 shares — an estimated $10M sold.

Summit Wealth & Retirement Planning first reported a position in SHY in Q2 2019 and held it in 14 quarters. The position peaked at $10M in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 123,445 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $10M.
  • Summit Wealth & Retirement Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 14 quarters.
  • Summit Wealth & Retirement Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $10M in Q3 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.