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

XML 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 Q2	–	Sell	-28,865	Closed	-$2.37M	–	351
2023 Q1	$2.37M	Buy	28,865 +639	+2%	+$52.1K	0.29%	93
2022 Q4	$2.29M	Buy	+28,226	New	+$2.29M	0.29%	98

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 22.96% 1-Year Est. Return

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

XML Financial's SHY Position: Q2 2023 in Review

XML Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 28,865 shares — an estimated $2.37M sold.

XML Financial first reported a position in SHY in Q4 2022 and held it in 2 quarters. The position peaked at $2.37M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

XML Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
XML Financial sold 28,865 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.37M.
XML Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
XML Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M in Q1 2023.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on XML Financial's 13F filing for Q2 2023, filed 7 Aug 2023.