Verity Asset Management’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
Q1
$425K Buy
+5,095
New +$431K 0.27% 118
2021
Q3
Sell
-3,581
Closed -$309K 229
2021
Q2
$309K Sell
3,581
-1,077
-23% -$92.9K 0.17% 154
2021
Q1
$402K Buy
+4,658
New +$402K 0.24% 122
2020
Q3
Sell
-3,112
Closed -$270K 148
2020
Q2
$270K Buy
+3,112
New +$270K 0.25% 97

Other funds holding SHY

Verity Asset Management's SHY Position: Q1 2022 in Review

Verity Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022: 5,095 shares worth $425K. The stake represents 0.27% of the portfolio and ranks #118 among its holdings. This is a return to the name: Verity Asset Management previously reported a position in SHY as recently as Q2 2021.

Verity Asset Management first reported a position in SHY in Q2 2020 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Verity Asset Management held 5,095 shares of iShares 1-3 Year Treasury Bond ETF worth $425K as of Q1 2022.
  • iShares 1-3 Year Treasury Bond ETF was a new Verity Asset Management position in Q1 2022.
  • iShares 1-3 Year Treasury Bond ETF made up 0.27% of Verity Asset Management's portfolio in Q1 2022, its #118 holding.
  • Verity Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Verity Asset Management's 13F filing for Q1 2022, filed 12 May 2022.