AFA
SHY icon

Atlas Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Atlas Financial 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
2023
Q4 		– Sell
-309,117
Closed -$25M – 41
2023
Q3 		$25M Buy
309,117
+148,899
+93% +$12.1M 19.56% 2
2023
Q2 		$13M Buy
+160,218
New +$13.1M 18.27% 2

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Financial Advisors's SHY Position: Q4 2023 in Review

Atlas Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 309,117 shares — an estimated $25M sold.

Atlas Financial Advisors first reported a position in SHY in Q2 2023 and held it in 2 quarters. The position peaked at $25M in Q3 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

  • Atlas Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Atlas Financial Advisors sold 309,117 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $25M.
  • Atlas Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Atlas Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $25M in Q3 2023.
  • 1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Atlas Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.