Vigilant Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vigilant Capital Management’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 Q2	$33K	Buy	410 +300	+273%	+$24.5K	﹤0.01%	319
2023 Q1	$9K	Buy	110 +60	+120%	+$4.89K	﹤0.01%	394
2022 Q4	$4K	Sell	50 -1,700	-97%	-$138K	﹤0.01%	463
2022 Q3	$142K	Buy	1,750 +1,700	+3,400%	+$140K	0.01%	177
2022 Q2	$4K	Sell	50 -54	-52%	-$4.48K	﹤0.01%	544
2022 Q1	$9K	Buy	+104	New	+$8.79K	﹤0.01%	456
2020 Q4	–	Sell	-25	Closed	-$2K	–	377
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	345
2020 Q2	$2K	Buy	+25	New	+$2.17K	﹤0.01%	315
2019 Q2	–	Sell	-82	Closed	-$7K	–	471
2019 Q1	$7K	Buy	+82	New	+$6.87K	﹤0.01%	368
2014 Q1	–	Sell	-800	Closed	-$68K	–	286
2013 Q4	$68K	Hold	800	–	–	0.02%	136
2013 Q3	$68K	Sell	800 -500	-38%	-$42.2K	0.02%	121
2013 Q2	$110K	Buy	+1,300	New	+$110K	0.03%	99

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Vigilant Capital Management's SHY Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 273% in Q2 2023, buying an estimated $24.5K and bringing the position to 410 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Vigilant Capital Management first reported a position in SHY in Q2 2013 and has held it in 12 quarters since. The position peaked at $142K in Q3 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Vigilant Capital Management held 410 shares of iShares 1-3 Year Treasury Bond ETF worth $33K as of Q2 2023.
Vigilant Capital Management bought 300 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $24.5K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #319 holding.
Vigilant Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 12 quarters since.
Vigilant Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $142K in Q3 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.