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Axiom Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Axiom Advisory’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 		$1.06M Buy
12,800
+200
+2% +$16.5K 0.01% 155
2024
Q2 		$1.03M Buy
+12,600
New +$1.03M 0.01% 148

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Axiom Advisory's SHY Position: Q3 2024 in Review

Axiom Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.6% in Q3 2024, buying an estimated $16.5K and bringing the position to 12,800 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #155.

Axiom Advisory first reported a position in SHY in Q2 2024 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Axiom Advisory held 12,800 shares of iShares 1-3 Year Treasury Bond ETF worth $1.06M as of Q3 2024.
  • Axiom Advisory bought 200 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $16.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #155 holding.
  • Axiom Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.