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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baldwin Wealth Partners's SHY Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 79 shares — an estimated $6.48K sold.

Baldwin Wealth Partners first reported a position in SHY in Q1 2016 and held it in 7 quarters. The position peaked at $29K in Q1 2016. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Baldwin Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 79 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $6.48K.
Baldwin Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $29K in Q1 2016.
1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.