Advocacy Wealth Management Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Advocacy Wealth Management 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
2024 Q3	–	Sell	-32,844	Closed	-$2.68M	–	54
2024 Q2	$2.68M	Sell	32,844 -178	-0.5%	-$14.5K	0.22%	31
2024 Q1	$2.7M	Sell	33,022 -18,095	-35%	-$1.48M	0.23%	36
2023 Q4	$4.19M	Hold	51,117	–	–	0.4%	36
2023 Q3	$4.13M	Hold	51,117	–	–	0.46%	21
2023 Q2	$4.14M	Hold	51,117	–	–	0.47%	20
2023 Q1	$4.2M	Sell	51,117 -436	-0.8%	-$35.5K	0.51%	20
2022 Q4	$4.18M	Buy	51,553 +161	+0.3%	+$13.1K	0.55%	17
2022 Q3	$4.17M	Buy	51,392 +50,683	+7,149%	+$4.17M	0.61%	15
2022 Q2	$59K	Buy	+709	New	+$58.8K	0.01%	47
2020 Q1	–	Sell	-5,984	Closed	-$506K	–	133
2019 Q4	$506K	Sell	5,984 -68,689	-92%	-$5.82M	0.14%	25
2019 Q3	$6.33M	Buy	74,673 +10,936	+17%	+$927K	4.22%	10
2019 Q2	$5.4M	Buy	63,737 +58,261	+1,064%	+$4.91M	3.91%	10
2019 Q1	$459K	Buy	+5,476	New	+$458K	0.5%	19
2016 Q4	–	Sell	-2,000	Closed	-$170K	–	373
2016 Q3	$170K	Hold	2,000	–	–	0.07%	55
2016 Q2	$171K	Hold	2,000	–	–	0.09%	71
2016 Q1	$170K	Buy	+2,000	New	+$170K	0.12%	102
2013 Q3	–	Sell	-500	Closed	-$42K	–	306
2013 Q2	$42K	Buy	+500	New	+$42.2K	0.17%	93

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

Advocacy Wealth Management Services's SHY Position: Q3 2024 in Review

Advocacy Wealth Management Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 32,844 shares — an estimated $2.68M sold.

Advocacy Wealth Management Services first reported a position in SHY in Q2 2013 and held it in 17 quarters. The position peaked at $6.33M in Q3 2019. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Advocacy Wealth Management Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 32,844 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.68M.
Advocacy Wealth Management Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 17 quarters.
Advocacy Wealth Management Services's iShares 1-3 Year Treasury Bond ETF position peaked at $6.33M in Q3 2019.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2024, filed 31 Oct 2024.