Ten Capital Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-284
Closed -$23.3K 462
2023
Q1
$23.3K Buy
284
+206
+264% +$16.8K 0.01% 297
2022
Q4
$6.33K Buy
+78
New +$6.33K ﹤0.01% 362
2021
Q2
Sell
-852
Closed -$73K 488
2021
Q1
$73K Buy
+852
New +$73.5K 0.02% 154

Other funds holding SHY

Ten Capital Wealth Advisors's SHY Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 284 shares — an estimated $23.3K sold.

Ten Capital Wealth Advisors first reported a position in SHY in Q1 2021 and held it in 3 quarters. The position peaked at $73K in Q1 2021. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 284 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $23.3K.
  • Ten Capital Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $73K in Q1 2021.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.