ZIG
SHY icon

Zullo Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-250
Closed -$20.3K – 602
2022
Q4 		$20.3K Hold
250
– – 0.01% 391
2022
Q3 		$20K Hold
250
– – 0.01% 393
2022
Q2 		$21K Hold
250
– – 0.01% 397
2022
Q1 		$21K Sell
250
-50
-17% -$4.22K 0.01% 421
2021
Q4 		$26K Buy
+300
New +$25.7K 0.01% 391

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

Zullo Investment Group's SHY Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 250 shares — an estimated $20.3K sold.

Zullo Investment Group first reported a position in SHY in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 250 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $20.3K.
  • Zullo Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $26K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.