TKG 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
Q1
Sell
-139,049
Closed -$11.3M 107
2022
Q4
$11.3M Buy
139,049
+23,136
+20% +$1.88M 7.43% 2
2022
Q3
$9.41M Buy
115,913
+34,182
+42% +$2.81M 7.46% 2
2022
Q2
$6.77M Buy
+81,731
New +$6.78M 5.82% 2

Other funds holding SHY

TKG Advisors's SHY Position: Q1 2023 in Review

TKG Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 139,049 shares — an estimated $11.3M sold.

TKG Advisors first reported a position in SHY in Q2 2022 and held it in 3 quarters. The position peaked at $11.3M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • TKG Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TKG Advisors sold 139,049 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $11.3M.
  • TKG Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • TKG Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $11.3M in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on TKG Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.