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

Wealth Alliance’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 		– Sell
-30,238
Closed -$2.48M – 531
2023
Q1 		$2.48M Sell
30,238
-10,542
-26% -$859K 0.4% 43
2022
Q4 		$3.31M Sell
40,780
-680
-2% -$55.2K 0.59% 26
2022
Q3 		$3.37M Buy
41,460
+31,077
+299% +$2.56M 0.66% 21
2022
Q2 		$860K Sell
10,383
-8,581
-45% -$712K 0.17% 145
2022
Q1 		$1.58M Buy
18,964
+10,311
+119% +$871K 0.32% 61
2021
Q4 		$740K Buy
8,653
+737
+9% +$63.2K 0.15% 157
2021
Q3 		$682K Sell
7,916
-47
-0.6% -$4.05K 0.15% 149
2021
Q2 		$686K Buy
7,963
+33
+0.4% +$2.85K 0.16% 148
2021
Q1 		$684K Buy
+7,930
New +$685K 0.19% 130
2020
Q4 		– Sell
-38,366
Closed -$3.32M – 382
2020
Q3 		$3.32M Sell
38,366
-23,765
-38% -$2.06M 1.19% 16
2020
Q2 		$5.38M Buy
+62,131
New +$5.38M 2.13% 5

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Alliance's SHY Position: Q2 2023 in Review

Wealth Alliance sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 30,238 shares — an estimated $2.48M sold.

Wealth Alliance first reported a position in SHY in Q2 2020 and held it in 11 quarters. The position peaked at $5.38M in Q2 2020. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Wealth Alliance reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Alliance sold 30,238 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.48M.
  • Wealth Alliance first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 11 quarters.
  • Wealth Alliance's iShares 1-3 Year Treasury Bond ETF position peaked at $5.38M in Q2 2020.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Wealth Alliance's 13F filing for Q2 2023, filed 2 Aug 2023.