SEC 13F Intelligence

Fieldpoint Private Securities, LLC / SHY

Fieldpoint Private Securities, LLC’s Ishares Tr Position

Does Fieldpoint Private Securities, LLC own Ishares Tr (SHY)? Yes57.8K shares worth $5M (+1.39% of its 13F portfolio) as of Q2 2022, down from 58.2K shares the prior filed quarter.

Position Value
$5M
Q2 2022
Shares
57.8K
% of Portfolio
+1.39%
Quarters Held
15
currently held

Position History SHY

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $4MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202257.8K$5M+1.39%
Q1 202258.2K$5M+1.00%
Q4 202150.7K$4M+0.85%
Q3 202152.8K$5M+1.01%
Q2 202152.8K$5M+1.00%
Q1 202155.4K$5M+1.11%
Q4 202054.9K$5M+1.08%
Q3 202054.6K$5M+1.39%
Q2 202053.0K$5M+1.55%
Q1 202053.4K$5M+1.78%
Q4 201952.1K$4M+1.29%
Q3 201951.4K$4M+1.58%
Q2 201928.8K$2M+0.76%
Q1 201929.1K$2M+1.01%
Q4 201829.3K$2M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fieldpoint Private Securities, LLC’s full portfolio or all institutional holders of SHY.