Western Pacific Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4
Closed -$328 305
2023
Q1
$328 Buy
+4
New +$326 ﹤0.01% 292

Other funds holding SHY

Western Pacific Wealth Management's SHY Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 4 shares — an estimated $328 sold.

Western Pacific Wealth Management first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $328 in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 4 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $328.
  • Western Pacific Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $328 in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.