WC Walker & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WC Walker & Associates’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 Q4	$715K	Buy	8,822 +743	+9%	+$60.3K	0.38%	44
2022 Q3	$655K	Buy	8,079 +3,133	+63%	+$258K	0.37%	47
2022 Q2	$408K	Sell	4,946 -576	-10%	-$47.8K	0.24%	51
2022 Q1	$460K	Buy	5,522 +2	+0%	+$169	0.24%	50
2021 Q4	$470K	Sell	5,520 -155	-3%	-$13.3K	0.23%	49
2021 Q3	$489K	Hold	5,675	–	–	0.26%	49
2021 Q2	$489K	Buy	5,675 +1	+0%	+$86	0.26%	51
2021 Q1	$489K	Hold	5,674	–	–	0.28%	49
2020 Q4	$490K	Buy	+5,674	New	+$490K	0.28%	51

Other funds holding SHY

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WC Walker & Associates's SHY Position: Q4 2022 in Review

WC Walker & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.2% in Q4 2022, buying an estimated $60.3K and bringing the position to 8,822 shares worth $715K. The position accounts for 0.38% of the portfolio, ranked #44.

WC Walker & Associates first reported a position in SHY in Q4 2020 and has held it in 9 quarters since. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

WC Walker & Associates held 8,822 shares of iShares 1-3 Year Treasury Bond ETF worth $715K as of Q4 2022.
WC Walker & Associates bought 743 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $60.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.38% of WC Walker & Associates's portfolio in Q4 2022, its #44 holding.
WC Walker & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.