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

Trinity 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
2022
Q4 		– Sell
-10,139
Closed -$823K – 69
2022
Q3 		$823K Buy
+10,139
New +$834K 0.6% 21
2021
Q1 		– Sell
-54,368
Closed -$4.7M – 53
2020
Q4 		$4.7M Buy
+54,368
New +$4.7M 4.26% 8

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Trinity Financial Advisors's SHY Position: Q4 2022 in Review

Trinity Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 10,139 shares — an estimated $823K sold.

Trinity Financial Advisors first reported a position in SHY in Q4 2020 and held it in 2 quarters. The position peaked at $4.7M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Trinity Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Trinity Financial Advisors sold 10,139 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $823K.
  • Trinity Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Trinity Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.7M in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Trinity Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.