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Tyler-Stone Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-2,377
Closed -$197K – 897
2022
Q2 		$197K Hold
2,377
– – 0.13% 149
2022
Q1 		$198K Hold
2,377
– – 0.11% 173
2021
Q4 		$203K Buy
+2,377
New +$204K 0.11% 180

Other funds holding SHY

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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tyler-Stone Wealth Management's SHY Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 2,377 shares — an estimated $197K sold.

Tyler-Stone Wealth Management first reported a position in SHY in Q4 2021 and held it in 3 quarters. The position peaked at $203K in Q4 2021. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Tyler-Stone Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2,377 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $197K.
  • Tyler-Stone Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $203K in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.