TMD Wealth Management’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
-12,900
Closed -$1.05M 53
2022
Q4
$1.05M Buy
12,900
+9,005
+231% +$731K 0.47% 20
2022
Q3
$316K Buy
3,895
+485
+14% +$39.9K 0.14% 28
2022
Q2
$282K Buy
+3,410
New +$283K 0.12% 34

Other funds holding SHY

TMD Wealth Management's SHY Position: Q1 2023 in Review

TMD Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 12,900 shares — an estimated $1.05M sold.

TMD Wealth Management first reported a position in SHY in Q2 2022 and held it in 3 quarters. The position peaked at $1.05M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • TMD Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TMD Wealth Management sold 12,900 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.05M.
  • TMD Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • TMD Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.05M 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 TMD Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.