Benedetti & Gucer’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Benedetti & Gucer’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	$13.2M	Buy	160,974 +33,229	+26%	+$2.72M	6.54%	2
2023 Q4	$10.5M	Sell	127,745 -41,503	-25%	-$3.37M	5.49%	2
2023 Q3	$13.7M	Buy	169,248 +32,307	+24%	+$2.62M	7.5%	2
2023 Q2	$11.1M	Buy	136,941 +37,007	+37%	+$3.03M	5.71%	2
2023 Q1	$8.21M	Buy	99,934 +75,105	+302%	+$6.12M	4.71%	3
2022 Q4	$2.02M	Buy	+24,829	New	+$2.01M	1.47%	14

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benedetti & Gucer's SHY Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q1 2024, buying an estimated $2.72M and bringing the position to 160,974 shares worth $13.2M. The position accounts for 6.54% of the portfolio, ranked #2.

Benedetti & Gucer first reported a position in SHY in Q4 2022 and has held it in 6 quarters since. The position peaked at $13.7M in Q3 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Benedetti & Gucer held 160,974 shares of iShares 1-3 Year Treasury Bond ETF worth $13.2M as of Q1 2024.
Benedetti & Gucer bought 33,229 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $2.72M.
iShares 1-3 Year Treasury Bond ETF made up 6.54% of Benedetti & Gucer's portfolio in Q1 2024, its #2 holding.
Benedetti & Gucer first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 6 quarters since.
Benedetti & Gucer's iShares 1-3 Year Treasury Bond ETF position peaked at $13.7M in Q3 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.