Wintrust Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wintrust Investments’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	-3,148	Closed	-$259K	–	449
2023 Q1	$259K	Buy	+3,148	New	+$257K	0.03%	294
2022 Q3	–	Sell	-87,428	Closed	-$7.24M	–	404
2022 Q2	$7.24M	Buy	87,428 +72,995	+506%	+$6.06M	0.87%	23
2022 Q1	$1.2M	Sell	14,433 -2,477	-15%	-$209K	0.12%	150
2021 Q4	$1.45M	Sell	16,910 -7,896	-32%	-$677K	0.14%	131
2021 Q3	$2.14M	Sell	24,806 -6,255	-20%	-$539K	0.29%	64
2021 Q2	$2.68M	Buy	31,061 +2,318	+8%	+$200K	0.27%	67
2021 Q1	$2.48M	Buy	+28,743	New	+$2.48M	0.26%	83
2020 Q4	–	Sell	-3,950	Closed	-$342K	–	325
2020 Q3	$342K	Sell	3,950 -2,149	-35%	-$186K	0.05%	250
2020 Q2	$528K	Buy	6,099 +390	+7%	+$33.8K	0.07%	183
2020 Q1	$495K	Buy	5,709 +520	+10%	+$44.4K	0.08%	168
2019 Q4	$439K	Buy	+5,189	New	+$440K	0.06%	225
2017 Q3	–	Sell	-25,870	Closed	-$2.19M	–	296
2017 Q2	$2.19M	Buy	25,870 +18,795	+266%	+$1.59M	0.58%	31
2017 Q1	$598K	Buy	7,075 +410	+6%	+$34.6K	0.17%	139
2016 Q4	$563K	Buy	6,665 +2,765	+71%	+$234K	0.23%	87
2016 Q3	$332K	Buy	+3,900	New	+$332K	0.15%	124

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wintrust Investments's SHY Position: Q2 2023 in Review

Wintrust Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 3,148 shares — an estimated $259K sold.

Wintrust Investments first reported a position in SHY in Q3 2016 and held it in 15 quarters. The position peaked at $7.24M in Q2 2022. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

Wintrust Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Wintrust Investments sold 3,148 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $259K.
Wintrust Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and held it in 15 quarters.
Wintrust Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $7.24M in Q2 2022.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on Wintrust Investments's 13F filing for Q2 2023, filed 10 Aug 2023.