V Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-2,487	Closed	-$202K	–	313
2023 Q2	$202K	Sell	2,487 -10,135	-80%	-$829K	0.03%	366
2023 Q1	$1.04M	Buy	12,622 +684	+6%	+$55.8K	0.19%	113
2022 Q4	$969K	Buy	11,938 +9,064	+315%	+$735K	0.2%	118
2022 Q3	$234K	Buy	2,874 +24	+0.8%	+$1.98K	0.05%	331
2022 Q2	$236K	Buy	+2,850	New	+$236K	0.04%	355
2017 Q3	–	Sell	-2,102	Closed	-$178K	–	615
2017 Q2	$178K	Buy	+2,102	New	+$178K	0.08%	187
2017 Q1	–	Sell	-8,941	Closed	-$756K	–	202
2016 Q4	$756K	Buy	8,941 +2,257	+34%	+$191K	0.55%	61
2016 Q3	$568K	Buy	6,684 +14	+0.2%	+$1.19K	0.46%	67
2016 Q2	$569K	Sell	6,670 -8,960	-57%	-$762K	0.47%	70
2016 Q1	$1.33M	Buy	+15,630	New	+$1.33M	1.06%	33

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

V Wealth Advisors's SHY Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 2,487 shares — an estimated $202K sold.

V Wealth Advisors first reported a position in SHY in Q1 2016 and held it in 10 quarters. The position peaked at $1.33M in Q1 2016. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

V Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,487 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $202K.
V Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 10 quarters.
V Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.33M in Q1 2016.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.