Waypoint Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Waypoint Wealth Partners’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 Q1	–	Sell	-2,479	Closed	-$212K	–	55
2021 Q4	$212K	Hold	2,479	–	–	0.07%	49
2021 Q3	$214K	Hold	2,479	–	–	0.08%	43
2021 Q2	$214K	Hold	2,479	–	–	0.08%	40
2021 Q1	$214K	Hold	2,479	–	–	0.16%	39
2020 Q4	$214K	Buy	+2,479	New	+$214K	0.17%	34

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Waypoint Wealth Partners's SHY Position: Q1 2022 in Review

Waypoint Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 2,479 shares — an estimated $212K sold.

Waypoint Wealth Partners first reported a position in SHY in Q4 2020 and held it in 5 quarters. The position peaked at $214K in Q3 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Waypoint Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Waypoint Wealth Partners sold 2,479 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $212K.
Waypoint Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Waypoint Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $214K in Q3 2021.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Waypoint Wealth Partners's 13F filing for Q1 2022, filed 9 May 2022.