tru Independence’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

tru Independence’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 Q2	–	Sell	-6,001	Closed	-$499K	–	201
2022 Q1	$499K	Hold	6,001	–	–	0.14%	103
2021 Q4	$513K	Sell	6,001 -5,279	-47%	-$453K	0.14%	99
2021 Q3	$970K	Hold	11,280	–	–	0.27%	68
2021 Q2	$971K	Hold	11,280	–	–	0.29%	63
2021 Q1	$973K	Sell	11,280 -2,000	-15%	-$173K	0.18%	114
2020 Q4	$1.15M	Buy	+13,280	New	+$1.15M	2.08%	9
2020 Q3	–	Sell	-13,864	Closed	-$1.2K	–	761
2020 Q2	$1.2K	Buy	+13,864	New	+$1.2M	0.17%	97

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

tru Independence's SHY Position: Q2 2022 in Review

tru Independence sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2022, closing a stake of 6,001 shares — an estimated $499K sold.

tru Independence first reported a position in SHY in Q2 2020 and held it in 7 quarters. The position peaked at $1.15M in Q4 2020. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

tru Independence reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 6,001 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $499K.
tru Independence first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 7 quarters.
tru Independence's iShares 1-3 Year Treasury Bond ETF position peaked at $1.15M in Q4 2020.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.