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

Surevest’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 Q3	–	Sell	-1,264	Closed	-$105K	–	576
2022 Q2	$105K	Buy	+1,264	New	+$105K	0.03%	167

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Surevest's SHY Position: Q3 2022 in Review

Surevest sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 1,264 shares — an estimated $105K sold.

Surevest first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $105K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Surevest reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Surevest sold 1,264 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $105K.
Surevest first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
Surevest's iShares 1-3 Year Treasury Bond ETF position peaked at $105K in Q2 2022.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.