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UBP Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

UBP Investment 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
Q3 		$4.4M Sell
54,217
-24,507
-31% -$2.02M 2.27% 14
2022
Q2 		$6.52M Buy
78,724
+73,166
+1,316% +$6.07M 2.6% 14
2022
Q1 		$260K Sell
5,558
-70,051
-93% -$5.92M 0.1% 92
2021
Q4 		$6.47M Buy
75,609
+23,314
+45% +$2M 2.36% 13
2021
Q3 		$4.51M Buy
52,295
+6,942
+15% +$598K 1.75% 18
2021
Q2 		$3.91M Sell
45,353
-915
-2% -$78.9K 1.44% 19
2021
Q1 		$3.99M Buy
46,268
+6,040
+15% +$521K 1.63% 17
2020
Q4 		$3.48M Buy
40,228
+2,040
+5% +$176K 1.79% 18
2020
Q3 		$3.3M Sell
38,188
-424
-1% -$36.7K 2.55% 15
2020
Q2 		$3.34M Buy
38,612
+822
+2% +$71.2K 2.66% 15
2020
Q1 		$3.27M Sell
37,790
-4,877
-11% -$417K 2.96% 12
2019
Q4 		$3.61M Sell
42,667
-26
-0.1% -$2.2K 2.83% 13
2019
Q3 		$3.62M Buy
42,693
+6,147
+17% +$521K 2.94% 12
2019
Q2 		$3.1M Buy
36,546
+358
+1% +$30.1K 2.8% 13
2019
Q1 		$3.04M Buy
36,188
+19,033
+111% +$1.59M 2.85% 13
2018
Q4 		$1.44M Buy
17,155
+459
+3% +$38.1K 1.52% 16
2018
Q3 		$1.39M Sell
16,696
-1,304
-7% -$108K 1.33% 23
2018
Q2 		$1.49M Buy
18,000
+1,684
+10% +$140K 1.76% 17
2018
Q1 		$1.36M Buy
16,316
+3,575
+28% +$299K 1.47% 22
2017
Q4 		$1.07M Buy
+12,741
New +$1.07M 1.26% 25

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBP Investment Advisors's SHY Position: Q3 2022 in Review

UBP Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q3 2022, selling an estimated $2.02M and leaving 54,217 shares worth $4.4M. The position accounts for 2.27% of the portfolio, ranked #14.

UBP Investment Advisors first reported a position in SHY in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.52M in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • UBP Investment Advisors held 54,217 shares of iShares 1-3 Year Treasury Bond ETF worth $4.4M as of Q3 2022.
  • UBP Investment Advisors sold 24,507 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $2.02M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.27% of UBP Investment Advisors's portfolio in Q3 2022, its #14 holding.
  • UBP Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • UBP Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.52M in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.