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

Baker Tilly 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
Q2 		– Sell
-7,468
Closed -$611K – 395
2024
Q1 		$611K Buy
7,468
+569
+8% +$46.6K 0.11% 208
2023
Q4 		$566K Sell
6,899
-6,088
-47% -$495K 0.09% 250
2023
Q3 		$1.05M Buy
12,987
+3,851
+42% +$312K 0.17% 123
2023
Q2 		$741K Sell
9,136
-6,324
-41% -$517K 0.08% 255
2023
Q1 		$1.27M Buy
15,460
+6,224
+67% +$507K 0.14% 163
2022
Q4 		$750K Sell
9,236
-7,260
-44% -$589K 0.09% 240
2022
Q3 		$1.34M Sell
16,496
-2,028
-11% -$167K 0.18% 118
2022
Q2 		$1.53M Buy
18,524
+977
+6% +$81.1K 0.2% 105
2022
Q1 		$1.46M Buy
17,547
+4,621
+36% +$391K 0.16% 130
2021
Q4 		$1.11M Buy
12,926
+3,758
+41% +$322K 0.12% 179
2021
Q3 		$790K Buy
9,168
+801
+10% +$69.1K 0.1% 205
2021
Q2 		$721K Sell
8,367
-21,221
-72% -$1.83M 0.12% 195
2021
Q1 		$2.55M Sell
29,588
-70,887
-71% -$6.12M 0.52% 40
2020
Q4 		$8.68M Buy
+100,475
New +$8.68M 2.68% 6

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 $49B AUM 17.78% 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
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

Baker Tilly Wealth Management's SHY Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 7,468 shares — an estimated $611K sold.

Baker Tilly Wealth Management first reported a position in SHY in Q4 2020 and held it in 14 quarters. The position peaked at $8.68M in Q4 2020. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,468 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $611K.
  • Baker Tilly Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.68M in Q4 2020.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.