Vericrest Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$374K Sell
4,520
-207
-4% -$17.2K 0.46% 33
2022
Q1
$394K Buy
4,727
+222
+5% +$18.8K 0.41% 34
2021
Q4
$385K Buy
+4,505
New +$386K 0.36% 35

Other funds holding SHY

Vericrest Private Wealth's SHY Position: Q2 2022 in Review

Vericrest Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q2 2022, selling an estimated $17.2K and leaving 4,520 shares worth $374K. The position accounts for 0.46% of the portfolio, ranked #33.

Vericrest Private Wealth first reported a position in SHY in Q4 2021 and has held it in 3 quarters since. The position peaked at $394K in Q1 2022. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

  • Vericrest Private Wealth held 4,520 shares of iShares 1-3 Year Treasury Bond ETF worth $374K as of Q2 2022.
  • Vericrest Private Wealth sold 207 iShares 1-3 Year Treasury Bond ETF shares in Q2 2022, an estimated $17.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.46% of Vericrest Private Wealth's portfolio in Q2 2022, its #33 holding.
  • Vericrest Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Vericrest Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $394K in Q1 2022.
  • 995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.