Adroit Compliance’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Adroit Compliance’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	$15.5M	Buy	+188,929	New	+$15.4M	3.23%	10

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

Adroit Compliance's SHY Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023: 188,929 shares worth $15.5M. The stake represents 3.23% of the portfolio and ranks #10 among its holdings.

1,120 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Adroit Compliance held 188,929 shares of iShares 1-3 Year Treasury Bond ETF worth $15.5M as of Q4 2023.
iShares 1-3 Year Treasury Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares 1-3 Year Treasury Bond ETF made up 3.23% of Adroit Compliance's portfolio in Q4 2023, its #10 holding.
1,120 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.