Arden Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arden Trust’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 Q2	$213K	Hold	2,609	–	–	0.03%	224
2024 Q1	$213K	Hold	2,609	–	–	0.03%	238
2023 Q4	$214K	Sell	2,609 -3,470	-57%	-$282K	0.03%	236
2023 Q3	$492K	Sell	6,079 -51,718	-89%	-$4.19M	0.08%	144
2023 Q2	$4.69M	Hold	57,797	–	–	0.77%	27
2023 Q1	$4.75M	Buy	57,797 +13,723	+31%	+$1.12M	0.86%	27
2022 Q4	$3.58M	Sell	44,074 -12,853	-23%	-$1.04M	0.73%	32
2022 Q3	$4.62M	Buy	+56,927	New	+$4.69M	1.17%	16

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arden Trust's SHY Position: Q2 2024 in Review

Arden Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2024 at 2,609 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #224.

Arden Trust first reported a position in SHY in Q3 2022 and has held it in 8 quarters since. The position peaked at $4.75M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Arden Trust held 2,609 shares of iShares 1-3 Year Treasury Bond ETF worth $213K as of Q2 2024.
Arden Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2024.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Arden Trust's portfolio in Q2 2024, its #224 holding.
Arden Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Arden Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $4.75M in Q1 2023.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.