TI
SHY icon

Truepoint Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Truepoint Inc’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
-23,888
Closed -$1.94M – 166
2022
Q3 		$1.94M Sell
23,888
-9,402
-28% -$774K 0.1% 44
2022
Q2 		$2.76M Sell
33,290
-43,580
-57% -$3.62M 0.14% 34
2022
Q1 		$6.41M Buy
76,870
+51,102
+198% +$4.32M 0.3% 25
2021
Q4 		$2.2M Buy
25,768
+355
+1% +$30.5K 0.1% 40
2021
Q3 		$2.19M Sell
25,413
-22
-0.1% -$1.9K 0.11% 37
2021
Q2 		$2.19M Sell
25,435
-39
-0.2% -$3.36K 0.12% 36
2021
Q1 		$2.2M Buy
25,474
+34
+0.1% +$2.94K 0.14% 33
2020
Q4 		$2.2M Sell
25,440
-28
-0.1% -$2.42K 0.15% 30
2020
Q3 		$2.2M Sell
25,468
-81
-0.3% -$7.01K 0.17% 27
2020
Q2 		$2.21M Buy
25,549
+513
+2% +$44.4K 0.18% 27
2020
Q1 		$2.17M Sell
25,036
-5,947
-19% -$508K 0.2% 26
2019
Q4 		$2.62M Buy
+30,983
New +$2.63M 0.2% 26
2019
Q3 		– Sell
-32,834
Closed -$2.78M – 119
2019
Q2 		$2.78M Buy
32,834
+132
+0.4% +$11.1K 0.22% 28
2019
Q1 		$2.75M Sell
32,702
-23,819
-42% -$1.99M 0.24% 23
2018
Q4 		$4.73M Buy
+56,521
New +$4.7M 0.45% 15
2013
Q4 		– Sell
-24,800
Closed -$2.1M – 18
2013
Q3 		$2.1M Buy
+24,800
New +$2.09M 0.44% 9

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

Truepoint Inc's SHY Position: Q4 2022 in Review

Truepoint Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 23,888 shares — an estimated $1.94M sold.

Truepoint Inc first reported a position in SHY in Q3 2013 and held it in 16 quarters. The position peaked at $6.41M in Q1 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

  • Truepoint Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Truepoint Inc sold 23,888 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.94M.
  • Truepoint Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and held it in 16 quarters.
  • Truepoint Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $6.41M in Q1 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.