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

Washburn 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
2022 Q3	–	Sell	-11,201	Closed	-$927K	–	55
2022 Q2	$927K	Sell	11,201 -1,099	-9%	-$91.2K	0.8%	23
2022 Q1	$1.02M	Hold	12,300	–	–	0.67%	25
2021 Q4	$1.05M	Sell	12,300 -49	-0.4%	-$4.2K	0.63%	26
2021 Q3	$1.06M	Hold	12,349	–	–	0.7%	25
2021 Q2	$1.06M	Buy	+12,349	New	+$1.07M	0.71%	23
2021 Q1	–	Sell	-12,998	Closed	-$1.12M	–	60
2020 Q4	$1.12M	Buy	12,998 +1,163	+10%	+$100K	0.78%	27
2020 Q3	$1.02M	Buy	11,835 +521	+5%	+$45.1K	0.81%	28
2020 Q2	$980K	Buy	11,314 +1,548	+16%	+$134K	0.9%	26
2020 Q1	$846K	Buy	9,766 +652	+7%	+$55.7K	1.16%	18
2019 Q4	$771K	Buy	+9,114	New	+$772K	0.7%	19

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Washburn Capital Management's SHY Position: Q3 2022 in Review

Washburn Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 11,201 shares — an estimated $927K sold.

Washburn Capital Management first reported a position in SHY in Q4 2019 and held it in 10 quarters. The position peaked at $1.12M in Q4 2020. 1,042 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Washburn Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Washburn Capital Management sold 11,201 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $927K.
Washburn Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 10 quarters.
Washburn Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.12M in Q4 2020.
1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Washburn Capital Management's 13F filing for Q3 2022, filed 28 Oct 2022.