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Baldwin Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Baldwin Wealth Partners’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
-79
Closed -$6.48K – 726
2023
Q4 		$6.48K Hold
79
– – ﹤0.01% 608
2023
Q3 		$6.4K Hold
79
– – ﹤0.01% 608
2023
Q2 		$6.41K Hold
79
– – ﹤0.01% 632
2023
Q1 		$6.49K Buy
+79
New +$6.44K ﹤0.01% 657
2022
Q3 		– Sell
-51
Closed -$4K – 699
2022
Q2 		$4K Buy
+51
New +$4.23K ﹤0.01% 615
2019
Q3 		– Sell
-87
Closed -$7K – 540
2019
Q2 		$7K Buy
+87
New +$7.33K ﹤0.01% 462
2016
Q2 		– Sell
-338
Closed -$29K – 485
2016
Q1 		$29K Buy
+338
New +$28.7K 0.01% 336

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
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