3AM
SHY icon

3EDGE Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

3EDGE Asset Management’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
2024
Q2 		– Sell
-173,201
Closed -$14.2M – 77
2024
Q1 		$14.2M Sell
173,201
-14,028
-7% -$1.15M 1.1% 13
2023
Q4 		$15.4M Buy
+187,229
New +$15.2M 1.19% 15
2023
Q1 		– Sell
-21,615
Closed -$1.75M – 59
2022
Q4 		$1.75M Buy
21,615
+12,109
+127% +$982K 0.14% 17
2022
Q3 		$772K Buy
+9,506
New +$782K 0.06% 26
2021
Q1 		– Sell
-481,097
Closed -$41.6M – 47
2020
Q4 		$41.6M Buy
481,097
+118,335
+33% +$10.2M 3.72% 8
2020
Q3 		$31.4M Buy
362,762
+33,928
+10% +$2.94M 3.56% 8
2020
Q2 		$28.5M Buy
328,834
+83,302
+34% +$7.21M 3.38% 9
2020
Q1 		$21.3M Sell
245,532
-330,265
-57% -$28.2M 3.93% 6
2019
Q4 		$48.7M Sell
575,797
-117,264
-17% -$9.94M 5.58% 8
2019
Q3 		$58.8M Buy
693,061
+12,546
+2% +$1.06M 7.73% 6
2019
Q2 		$57.7M Sell
680,515
-410,685
-38% -$34.6M 8.02% 7
2019
Q1 		$91.8M Buy
+1,091,200
New +$91.4M 9.61% 3

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3EDGE Asset Management's SHY Position: Q2 2024 in Review

3EDGE Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 173,201 shares — an estimated $14.2M sold.

3EDGE Asset Management first reported a position in SHY in Q1 2019 and held it in 12 quarters. The position peaked at $91.8M in Q1 2019. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • 3EDGE Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • 3EDGE Asset Management sold 173,201 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $14.2M.
  • 3EDGE Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 12 quarters.
  • 3EDGE Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $91.8M in Q1 2019.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on 3EDGE Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.