Birchbrook’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Birchbrook’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	-98	Closed	-$8.04K	–	304
2023 Q4	$8.04K	Buy	+98	New	+$7.97K	0.01%	224

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

Birchbrook's SHY Position: Q1 2024 in Review

Birchbrook sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 98 shares — an estimated $8.04K sold.

Birchbrook first reported a position in SHY in Q4 2023 and held it in 1 quarter. The position peaked at $8.04K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Birchbrook reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Birchbrook sold 98 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $8.04K.
Birchbrook first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
Birchbrook's iShares 1-3 Year Treasury Bond ETF position peaked at $8.04K in Q4 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Birchbrook's 13F filing for Q1 2024, filed 10 Jun 2025.