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Atlas Private Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Atlas Private Wealth Management’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 		$9.14M Buy
111,804
+9,842
+10% +$805K 3.84% 1
2023
Q4 		$8.36M Buy
101,962
+4,139
+4% +$336K 3.93% 2
2023
Q3 		$7.92M Buy
97,823
+6,936
+8% +$562K 4.25% 1
2023
Q2 		$7.37M Buy
90,887
+7,531
+9% +$616K 3.89% 4
2023
Q1 		$6.85M Sell
83,356
-20,002
-19% -$1.63M 4.12% 5
2022
Q4 		$8.39M Buy
103,358
+31,435
+44% +$2.55M 3.87% 2
2022
Q3 		$5.84M Buy
71,923
+69,396
+2,746% +$5.71M 4.23% 5
2022
Q2 		$209K Buy
2,527
+125
+5% +$10.4K 0.14% 109
2022
Q1 		$200K Sell
2,402
-2,084
-46% -$176K 0.12% 123
2021
Q4 		$384K Buy
4,486
+84
+2% +$7.21K 0.21% 102
2021
Q3 		$379K Sell
4,402
-2,227
-34% -$192K 0.23% 97
2021
Q2 		$571K Sell
6,629
-24
-0.4% -$2.07K 0.35% 81
2021
Q1 		$574K Buy
6,653
+75
+1% +$6.47K 0.37% 71
2020
Q4 		$568K Sell
6,578
-146
-2% -$12.6K 0.4% 64
2020
Q3 		$582K Sell
6,724
-50
-0.7% -$4.33K 0.46% 59
2020
Q2 		$587K Buy
6,774
+582
+9% +$50.4K 0.47% 62
2020
Q1 		$537K Sell
6,192
-70
-1% -$5.98K 0.5% 60
2019
Q4 		$530K Buy
+6,262
New +$531K 0.41% 75

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Atlas Private Wealth Management's SHY Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.7% in Q1 2024, buying an estimated $805K and bringing the position to 111,804 shares worth $9.14M. The position accounts for 3.84% of the portfolio, ranked #1.

Atlas Private Wealth Management first reported a position in SHY in Q4 2019 and has held it in 18 quarters since. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Atlas Private Wealth Management held 111,804 shares of iShares 1-3 Year Treasury Bond ETF worth $9.14M as of Q1 2024.
  • Atlas Private Wealth Management bought 9,842 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $805K.
  • iShares 1-3 Year Treasury Bond ETF made up 3.84% of Atlas Private Wealth Management's portfolio in Q1 2024, its #1 holding.
  • Atlas Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.