Westwood Holdings Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Westwood Holdings Group’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	–	Sell	-5,000	Closed	-$406K	–	596
2022 Q3	$406K	Hold	5,000	–	–	﹤0.01%	394
2022 Q2	$414K	Hold	5,000	–	–	﹤0.01%	403
2022 Q1	$417K	Hold	5,000	–	–	﹤0.01%	393
2021 Q4	$428K	Hold	5,000	–	–	﹤0.01%	389
2021 Q3	$431K	Hold	5,000	–	–	﹤0.01%	380
2021 Q2	$431K	Hold	5,000	–	–	﹤0.01%	382
2021 Q1	$431K	Hold	5,000	–	–	﹤0.01%	388
2020 Q4	$432K	Buy	+5,000	New	+$432K	0.01%	376

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

Westwood Holdings Group's SHY Position: Q4 2022 in Review

Westwood Holdings Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 5,000 shares — an estimated $406K sold.

Westwood Holdings Group first reported a position in SHY in Q4 2020 and held it in 8 quarters. The position peaked at $432K in Q4 2020. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Westwood Holdings Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Westwood Holdings Group sold 5,000 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $406K.
Westwood Holdings Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
Westwood Holdings Group's iShares 1-3 Year Treasury Bond ETF position peaked at $432K in Q4 2020.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.