Texas Capital Bank Wealth Management Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Texas Capital Bank Wealth Management Services’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
2021 Q4	–	Sell	-2,518	Closed	-$217K	–	161
2021 Q3	$217K	Buy	2,518 +18	+0.7%	+$1.55K	0.02%	138
2021 Q2	$215K	Buy	+2,500	New	+$216K	0.03%	135
2020 Q3	–	Sell	-9,284	Closed	-$804K	–	162
2020 Q2	$804K	Sell	9,284 -192	-2%	-$16.6K	0.18%	66
2020 Q1	$821K	Sell	9,476 -2,754	-23%	-$235K	0.23%	63
2019 Q4	$1.03M	Buy	+12,230	New	+$1.04M	0.23%	69

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

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

Forward Management San Francisco, California $907M AUM 0.46% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SHY Position: Q4 2021 in Review

Texas Capital Bank Wealth Management Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 2,518 shares — an estimated $217K sold.

Texas Capital Bank Wealth Management Services first reported a position in SHY in Q4 2019 and held it in 5 quarters. The position peaked at $1.03M in Q4 2019. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Texas Capital Bank Wealth Management Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 2,518 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $217K.
Texas Capital Bank Wealth Management Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Texas Capital Bank Wealth Management Services's iShares 1-3 Year Treasury Bond ETF position peaked at $1.03M in Q4 2019.
915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2021, filed 7 Feb 2022.