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Ulrich Consultants & Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ulrich Consultants & Investment Group’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
-30,491
Closed -$2.52M – 64
2022
Q2 		$2.52M Buy
+30,491
New +$2.53M 1.38% 20

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AssetMark Inc
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BlackRock
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Envestnet Asset Management
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BL
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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

Ulrich Consultants & Investment Group's SHY Position: Q3 2022 in Review

Ulrich Consultants & Investment Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 30,491 shares — an estimated $2.52M sold.

Ulrich Consultants & Investment Group first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $2.52M in Q2 2022. 1,042 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Ulrich Consultants & Investment Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 30,491 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $2.52M.
  • Ulrich Consultants & Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Ulrich Consultants & Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.52M in Q2 2022.
  • 1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.