Tocqueville Asset 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
-5,093
Closed -$413K 578
2022
Q4
$413K Sell
5,093
-15
-0.3% -$1.22K 0.01% 462
2022
Q3
$415K Sell
5,108
-160
-3% -$13.2K 0.01% 471
2022
Q2
$436K Sell
5,268
-432
-8% -$35.8K 0.01% 517
2022
Q1
$475K Buy
+5,700
New +$482K 0.01% 530

Other funds holding SHY

Tocqueville Asset Management's SHY Position: Q1 2023 in Review

Tocqueville Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 5,093 shares — an estimated $413K sold.

Tocqueville Asset Management first reported a position in SHY in Q1 2022 and held it in 4 quarters. The position peaked at $475K in Q1 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Tocqueville Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tocqueville Asset Management sold 5,093 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $413K.
  • Tocqueville Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
  • Tocqueville Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $475K in Q1 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Tocqueville Asset Management's 13F filing for Q1 2023, filed 10 May 2023.