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Trifecta Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-1,435
Closed -$116K – 460
2023
Q3 		$116K Buy
+1,435
New +$116K 0.04% 97

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trifecta Capital Advisors's SHY Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 1,435 shares — an estimated $116K sold.

Trifecta Capital Advisors first reported a position in SHY in Q3 2023 and held it in 1 quarter. The position peaked at $116K in Q3 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,435 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $116K.
  • Trifecta Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $116K in Q3 2023.
  • 1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.