Triad Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Triad Financial Advisors’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
2023 Q3	$237K	Buy	2,926 +24	+0.8%	+$1.94K	0.08%	89
2023 Q2	$235K	Buy	2,902 +24	+0.8%	+$1.96K	0.1%	89
2023 Q1	$236K	Buy	2,878 +163	+6%	+$13.3K	0.1%	89
2022 Q4	$220K	Sell	2,715 -1,082	-28%	-$87.8K	0.1%	102
2022 Q3	$308K	Sell	3,797 -36	-0.9%	-$2.96K	0.17%	72
2022 Q2	$317K	Buy	+3,833	New	+$318K	0.18%	71

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Triad Financial Advisors's SHY Position: Q3 2023 in Review

Triad Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.83% in Q3 2023, buying an estimated $1.94K and bringing the position to 2,926 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #89.

Triad Financial Advisors first reported a position in SHY in Q2 2022 and has held it in 6 quarters since. The position peaked at $317K in Q2 2022. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Triad Financial Advisors held 2,926 shares of iShares 1-3 Year Treasury Bond ETF worth $237K as of Q3 2023.
Triad Financial Advisors bought 24 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.94K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #89 holding.
Triad Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 6 quarters since.
Triad Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $317K in Q2 2022.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.