Teamwork Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Teamwork Financial Advisors’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	-3,824	Closed	-$311K	–	218
2022 Q3	$311K	Buy	+3,824	New	+$315K	0.07%	164
2022 Q1	–	Sell	-2,338	Closed	-$200K	–	322
2021 Q4	$200K	Buy	+2,338	New	+$201K	0.04%	287
2021 Q2	–	Sell	-4,968	Closed	-$428K	–	257
2021 Q1	$428K	Sell	4,968 -2,901	-37%	-$250K	0.1%	154
2020 Q4	$680K	Sell	7,869 -1,755	-18%	-$152K	0.16%	106
2020 Q3	$833K	Sell	9,624 -13,157	-58%	-$1.14M	0.26%	85
2020 Q2	$1.97M	Buy	22,781 +1,110	+5%	+$96.1K	0.71%	28
2020 Q1	$1.88M	Sell	21,671 -35,938	-62%	-$3.07M	1.16%	17
2019 Q4	$4.88M	Buy	+57,609	New	+$4.88M	2.92%	4

Other funds holding SHY

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Teamwork Financial Advisors's SHY Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 3,824 shares — an estimated $311K sold.

Teamwork Financial Advisors first reported a position in SHY in Q4 2019 and held it in 8 quarters. The position peaked at $4.88M in Q4 2019. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Teamwork Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 3,824 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $311K.
Teamwork Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Teamwork Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.88M in Q4 2019.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.