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

Wipfli Financial Advisors’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 Q3	$331K	Buy	+4,073	New	+$335K	0.02%	308

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wipfli Financial Advisors's SHY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022: 4,073 shares worth $331K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings.

1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Wipfli Financial Advisors held 4,073 shares of iShares 1-3 Year Treasury Bond ETF worth $331K as of Q3 2022.
iShares 1-3 Year Treasury Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #308 holding.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.