Anson Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Anson Capital’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	-3,089	Closed	-$252K	–	69
2024 Q2	$252K	Buy	+3,089	New	+$251K	0.25%	56
2022 Q4	–	Sell	-10,288	Closed	-$836K	–	65
2022 Q3	$836K	Sell	10,288 -867	-8%	-$71.4K	1.12%	25
2022 Q2	$924K	Sell	11,155 -2,347	-17%	-$195K	0.98%	26
2022 Q1	$1.13M	Buy	13,502 +586	+5%	+$49.5K	1.06%	25
2021 Q4	$1.11M	Buy	+12,916	New	+$1.11M	1.1%	26

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

Anson Capital's SHY Position: Q3 2024 in Review

Anson Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 3,089 shares — an estimated $252K sold.

Anson Capital first reported a position in SHY in Q4 2021 and held it in 5 quarters. The position peaked at $1.13M in Q1 2022. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Anson Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Anson Capital sold 3,089 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $252K.
Anson Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
Anson Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $1.13M in Q1 2022.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Anson Capital's 13F filing for Q3 2024, filed 24 Oct 2024.