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Williams Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Williams Financial’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
Q1 		– Sell
-125,107
Closed -$10.2M – 34
2022
Q4 		$10.2M Buy
+125,107
New +$10.2M 8.81% 2
2022
Q3 		– Sell
-168,832
Closed -$14M – 34
2022
Q2 		$14M Buy
+168,832
New +$14M 11.37% 2

Other funds holding SHY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Williams Financial's SHY Position: Q1 2023 in Review

Williams Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 125,107 shares — an estimated $10.2M sold.

Williams Financial first reported a position in SHY in Q2 2022 and held it in 2 quarters. The position peaked at $14M in Q2 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Williams Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Williams Financial sold 125,107 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $10.2M.
  • Williams Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Williams Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $14M in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Williams Financial's 13F filing for Q1 2023, filed 11 Apr 2023.