Bromfield Sneider Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bromfield Sneider Wealth 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 Q1	$652K	Hold	7,969	–	–	0.4%	25
2023 Q4	$654K	Buy	7,969 +6	+0.1%	+$488	0.44%	23
2023 Q3	$645K	Buy	7,963 +21	+0.3%	+$1.7K	0.49%	21
2023 Q2	$644K	Buy	7,942 +18	+0.2%	+$1.47K	0.51%	18
2023 Q1	$651K	Buy	7,924 +10	+0.1%	+$815	0.55%	18
2022 Q4	$642K	Buy	7,914 +19	+0.2%	+$1.54K	0.6%	17
2022 Q3	$641K	Buy	7,895 +9	+0.1%	+$741	0.76%	13
2022 Q2	$653K	Buy	7,886 +4	+0.1%	+$332	0.79%	12
2022 Q1	$657K	Buy	7,882 +2	+0%	+$169	0.69%	11
2021 Q4	$674K	Buy	+7,880	New	+$676K	0.69%	11

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 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

Bromfield Sneider Wealth Advisors's SHY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2024 at 7,969 shares worth $652K. The position accounts for 0.4% of the portfolio, ranked #25.

Bromfield Sneider Wealth Advisors first reported a position in SHY in Q4 2021 and has held it in 10 quarters since. The position peaked at $674K in Q4 2021. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Bromfield Sneider Wealth Advisors held 7,969 shares of iShares 1-3 Year Treasury Bond ETF worth $652K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2024.
iShares 1-3 Year Treasury Bond ETF made up 0.4% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #25 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $674K in Q4 2021.
1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.