AIA
SHY icon

Alera Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alera Investment Advisors’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 		$1.05M Buy
12,631
+812
+7% +$67K 0.12% 77
2024
Q2 		$965K Buy
+11,819
New +$962K 0.12% 78
2019
Q2 		– Sell
-152
Closed -$13K – 839
2019
Q1 		$13K Buy
152
+99
+187% +$8.29K 0.01% 405
2018
Q4 		$4K Buy
+53
New +$4.41K ﹤0.01% 652

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Alera Investment Advisors's SHY Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.9% in Q3 2024, buying an estimated $67K and bringing the position to 12,631 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #77.

Alera Investment Advisors first reported a position in SHY in Q4 2018 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Alera Investment Advisors held 12,631 shares of iShares 1-3 Year Treasury Bond ETF worth $1.05M as of Q3 2024.
  • Alera Investment Advisors bought 812 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $67K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Alera Investment Advisors's portfolio in Q3 2024, its #77 holding.
  • Alera Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.