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

Bridge Advisory’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	$914K	Buy	10,998 +1,774	+19%	+$146K	0.44%	56
2024 Q2	$753K	Sell	9,224 -934	-9%	-$76K	0.37%	59
2024 Q1	$831K	Sell	10,158 -433	-4%	-$35.4K	0.41%	63
2023 Q4	$869K	Sell	10,591 -15,474	-59%	-$1.26M	0.44%	59
2023 Q3	$2.11M	Sell	26,065 -7,934	-23%	-$643K	0.74%	38
2023 Q2	$2.76M	Sell	33,999 -6,640	-16%	-$543K	1.01%	23
2023 Q1	$3.34M	Buy	40,639 +2,071	+5%	+$169K	1.29%	18
2022 Q4	$3.13M	Sell	38,568 -33,732	-47%	-$2.74M	1.31%	17
2022 Q3	$5.87M	Sell	72,300 -8,504	-11%	-$700K	2.86%	8
2022 Q2	$6.68M	Sell	80,804 -26,095	-24%	-$2.16M	3.22%	6
2022 Q1	$8.91M	Sell	106,899 -52,658	-33%	-$4.45M	3.89%	6
2021 Q4	$13.6M	Sell	159,557 -22,143	-12%	-$1.9M	6.17%	3
2021 Q3	$15.7M	Sell	181,700 -768	-0.4%	-$66.2K	7.71%	3
2021 Q2	$15.7M	Sell	182,468 -20,009	-10%	-$1.73M	8.01%	3
2021 Q1	$17.5M	Sell	202,477 -42,877	-17%	-$3.7M	10.84%	3
2020 Q4	$21.2M	Buy	+245,354	New	+$21.2M	9.99%	2

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bridge Advisory's SHY Position: Q3 2024 in Review

Bridge Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q3 2024, buying an estimated $146K and bringing the position to 10,998 shares worth $914K. The position accounts for 0.44% of the portfolio, ranked #56.

Bridge Advisory first reported a position in SHY in Q4 2020 and has held it in 16 quarters since. The position peaked at $21.2M in Q4 2020. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Bridge Advisory held 10,998 shares of iShares 1-3 Year Treasury Bond ETF worth $914K as of Q3 2024.
Bridge Advisory bought 1,774 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $146K.
iShares 1-3 Year Treasury Bond ETF made up 0.44% of Bridge Advisory's portfolio in Q3 2024, its #56 holding.
Bridge Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 16 quarters since.
Bridge Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $21.2M in Q4 2020.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.