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Banque Cantonale Vaudoise’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Banque Cantonale Vaudoise’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 		$92K Buy
+1,112
New +$91.7K ﹤0.01% 571
2024
Q2 		– Sell
-850
Closed -$70K – 1055
2024
Q1 		$70K Sell
850
-579
-41% -$47.4K ﹤0.01% 734
2023
Q4 		$117K Hold
1,429
– – 0.01% 662
2023
Q3 		$116K Hold
1,429
– – 0.01% 798
2023
Q2 		$116K Sell
1,429
-32
-2% -$2.62K 0.01% 829
2023
Q1 		$120K Sell
1,461
-3,498
-71% -$285K 0.01% 821
2022
Q4 		$403K Sell
4,959
-14,370
-74% -$1.17M 0.02% 500
2022
Q3 		$1.57M Buy
19,329
+40
+0.2% +$3.29K 0.09% 225
2022
Q2 		$1.6M Hold
19,289
– – 0.08% 235
2022
Q1 		$1.61M Sell
19,289
-369
-2% -$31.2K 0.07% 274
2021
Q4 		$1.68M Buy
+19,658
New +$1.69M 0.07% 286
2021
Q1 		– Sell
-10,602
Closed -$916K – 1189
2020
Q4 		$916K Buy
10,602
+3,670
+53% +$317K 0.05% 324
2020
Q3 		$600K Buy
+6,932
New +$600K 0.04% 390

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

Banque Cantonale Vaudoise's SHY Position: Q3 2024 in Review

Banque Cantonale Vaudoise opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024: 1,112 shares worth $92K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in SHY as recently as Q1 2024.

Banque Cantonale Vaudoise first reported a position in SHY in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.68M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Banque Cantonale Vaudoise held 1,112 shares of iShares 1-3 Year Treasury Bond ETF worth $92K as of Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF was a new Banque Cantonale Vaudoise position in Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q3 2024, its #571 holding.
  • Banque Cantonale Vaudoise first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 13 quarters since.
  • Banque Cantonale Vaudoise's iShares 1-3 Year Treasury Bond ETF position peaked at $1.68M in Q4 2021.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.