Acorn Financial Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Acorn Financial Advisory Services’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 Q4	–	Sell	-5,315	Closed	-$430K	–	253
2023 Q3	$430K	Sell	5,315 -475	-8%	-$38.5K	0.08%	148
2023 Q2	$469K	Buy	5,790 +1	+0%	+$82	0.08%	140
2023 Q1	$476K	Sell	5,789 -784	-12%	-$63.9K	0.09%	126
2022 Q4	$534K	Buy	6,573 +518	+9%	+$42K	0.11%	113
2022 Q3	$492K	Buy	+6,055	New	+$498K	0.12%	122

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acorn Financial Advisory Services's SHY Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 5,315 shares — an estimated $430K sold.

Acorn Financial Advisory Services first reported a position in SHY in Q3 2022 and held it in 5 quarters. The position peaked at $534K in Q4 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Acorn Financial Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,315 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $430K.
Acorn Financial Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
Acorn Financial Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $534K in Q4 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.