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BBJS Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BBJS Financial Advisors’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 		$8.2M Buy
98,570
+3,130
+3% +$258K 2.92% 11
2024
Q2 		$7.79M Buy
95,440
+2,599
+3% +$211K 2.91% 10
2024
Q1 		$7.59M Buy
92,841
+5,286
+6% +$433K 2.71% 11
2023
Q4 		$7.18M Buy
87,555
+11,872
+16% +$965K 2.49% 11
2023
Q3 		$6.13M Buy
+75,683
New +$6.13M 2.32% 12

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

BBJS Financial Advisors's SHY Position: Q3 2024 in Review

BBJS Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.3% in Q3 2024, buying an estimated $258K and bringing the position to 98,570 shares worth $8.2M. The position accounts for 2.92% of the portfolio, ranked #11.

BBJS Financial Advisors first reported a position in SHY in Q3 2023 and has held it in 5 quarters since. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • BBJS Financial Advisors held 98,570 shares of iShares 1-3 Year Treasury Bond ETF worth $8.2M as of Q3 2024.
  • BBJS Financial Advisors bought 3,130 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $258K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.92% of BBJS Financial Advisors's portfolio in Q3 2024, its #11 holding.
  • BBJS Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.