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

TAP Consulting’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
-4,974
Closed -$404K – 134
2022
Q3 		$404K Sell
4,974
-66,102
-93% -$5.44M 0.11% 99
2022
Q2 		$5.88M Buy
+71,076
New +$5.9M 1.63% 16

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JP Morgan Chase
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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

TAP Consulting's SHY Position: Q4 2022 in Review

TAP Consulting sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 4,974 shares — an estimated $404K sold.

TAP Consulting first reported a position in SHY in Q2 2022 and held it in 2 quarters. The position peaked at $5.88M in Q2 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • TAP Consulting reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TAP Consulting sold 4,974 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $404K.
  • TAP Consulting first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • TAP Consulting's iShares 1-3 Year Treasury Bond ETF position peaked at $5.88M in Q2 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on TAP Consulting's 13F filing for Q4 2022, filed 23 Jan 2023.