Unionview LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Unionview LLC’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	-2,648	Closed	-$217K	–	95
2023 Q4	$217K	Sell	2,648 -57,478	-96%	-$4.67M	0.2%	78
2023 Q3	$4.87M	Sell	60,126 -4,812	-7%	-$390K	4.6%	5
2023 Q2	$5.27M	Sell	64,938 -38,055	-37%	-$3.11M	4.81%	5
2023 Q1	$8.46M	Sell	102,993 -7,781	-7%	-$634K	7.94%	3
2022 Q4	$8.99M	Buy	110,774 +2,003	+2%	+$163K	8.99%	2
2022 Q3	$8.83M	Buy	108,771 +9,233	+9%	+$760K	10.08%	2
2022 Q2	$8.24M	Sell	99,538 -9,934	-9%	-$824K	9.21%	3
2022 Q1	$9.12M	Buy	109,472 +30,832	+39%	+$2.61M	8.52%	3
2021 Q4	$6.73M	Buy	+78,640	New	+$6.75M	6.29%	4

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 $58.2B AUM 22.78% 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

Unionview LLC's SHY Position: Q1 2024 in Review

Unionview LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 2,648 shares — an estimated $217K sold.

Unionview LLC first reported a position in SHY in Q4 2021 and held it in 9 quarters. The position peaked at $9.12M in Q1 2022. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Unionview LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Unionview LLC sold 2,648 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $217K.
Unionview LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Unionview LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $9.12M in Q1 2022.
1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Unionview LLC's 13F filing for Q1 2024, filed 29 Apr 2024.