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

True Link 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
2024 Q1	–	Sell	-21,110	Closed	-$1.73M	–	72
2023 Q4	$1.73M	Sell	21,110 -4,904	-19%	-$399K	0.19%	20
2023 Q3	$2.11M	Sell	26,014 -46	-0.2%	-$3.73K	0.25%	22
2023 Q2	$2.11M	Sell	26,060 -73,075	-74%	-$5.97M	0.26%	22
2023 Q1	$8.14M	Buy	99,135 +30,729	+45%	+$2.5M	1.02%	19
2022 Q4	$5.55M	Buy	68,406 +42,346	+162%	+$3.44M	0.75%	19
2022 Q3	$2.12M	Hold	26,060	–	–	0.31%	27
2022 Q2	$2.16M	Hold	26,060	–	–	0.33%	28
2022 Q1	$2.17M	Hold	26,060	–	–	0.31%	27
2021 Q4	$2.23M	Sell	26,060 -1,781	-6%	-$153K	0.3%	32
2021 Q3	$2.4M	Buy	27,841 +1,250	+5%	+$108K	0.33%	29
2021 Q2	$2.29M	Sell	26,591 -58,449	-69%	-$5.04M	0.34%	32
2021 Q1	$7.33M	Buy	85,040 +7,332	+9%	+$633K	1.06%	19
2020 Q4	$6.71M	Buy	+77,708	New	+$6.71M	1.05%	19

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

True Link Financial Advisors's SHY Position: Q1 2024 in Review

True Link Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 21,110 shares — an estimated $1.73M sold.

True Link Financial Advisors first reported a position in SHY in Q4 2020 and held it in 13 quarters. The position peaked at $8.14M in Q1 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

True Link Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
True Link Financial Advisors sold 21,110 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.73M.
True Link Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $8.14M in Q1 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.