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Waypoint Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Waypoint Capital 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
2022
Q3 		– Sell
-8,250
Closed -$683K – 117
2022
Q2 		$683K Buy
+8,250
New +$684K 0.31% 57

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BL
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Waypoint Capital Advisors's SHY Position: Q3 2022 in Review

Waypoint Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022, closing a stake of 8,250 shares — an estimated $683K sold.

Waypoint Capital Advisors first reported a position in SHY in Q2 2022 and held it in 1 quarter. The position peaked at $683K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

  • Waypoint Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Waypoint Capital Advisors sold 8,250 iShares 1-3 Year Treasury Bond ETF shares in Q3 2022, an estimated $683K.
  • Waypoint Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Waypoint Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $683K in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Waypoint Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.