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ARK & TLK Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ARK & TLK Investments’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
Q1 		– Sell
-3,458
Closed -$284K – 110
2023
Q4 		$284K Buy
+3,458
New +$281K 0.11% 88

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ARK & TLK Investments's SHY Position: Q1 2024 in Review

ARK & TLK Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 3,458 shares — an estimated $284K sold.

ARK & TLK Investments first reported a position in SHY in Q4 2023 and held it in 1 quarter. The position peaked at $284K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • ARK & TLK Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • ARK & TLK Investments sold 3,458 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $284K.
  • ARK & TLK Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • ARK & TLK Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $284K in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on ARK & TLK Investments's 13F filing for Q1 2024, filed 10 May 2024.