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

Bluesphere 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 Q2	–	Sell	-11,793	Closed	-$964K	–	104
2024 Q1	$964K	Hold	11,793	–	–	0.53%	30
2023 Q4	$967K	Hold	11,793	–	–	0.6%	29
2023 Q3	$955K	Hold	11,793	–	–	0.69%	26
2023 Q2	$956K	Hold	11,793	–	–	0.67%	27
2023 Q1	$969K	Hold	11,793	–	–	0.8%	23
2022 Q4	$957K	Buy	+11,793	New	+$957K	0.85%	23

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bluesphere Advisors's SHY Position: Q2 2024 in Review

Bluesphere Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 11,793 shares — an estimated $964K sold.

Bluesphere Advisors first reported a position in SHY in Q4 2022 and held it in 6 quarters. The position peaked at $969K in Q1 2023. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Bluesphere Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Bluesphere Advisors sold 11,793 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $964K.
Bluesphere Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Bluesphere Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $969K in Q1 2023.
1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Bluesphere Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.