CMBA
SHY icon

C.M. Bidwell & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

C.M. Bidwell & Associates’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
2023
Q4 		– Sell
-340
Closed -$27.5K – 566
2023
Q3 		$27.5K Hold
340
– – 0.02% 326
2023
Q2 		$27.6K Hold
340
– – 0.02% 338
2023
Q1 		$27.9K Sell
340
-1,232
-78% -$100K 0.02% 338
2022
Q4 		$128K Buy
1,572
+1,232
+362% +$100K 0.1% 185
2022
Q3 		$28K Sell
340
-1,535
-82% -$126K 0.02% 317
2022
Q2 		$155K Sell
1,875
-1,539
-45% -$128K 0.12% 156
2022
Q1 		$285K Sell
3,414
-161
-5% -$13.6K 0.19% 94
2021
Q4 		$306K Buy
3,575
+37
+1% +$3.17K 0.19% 88
2021
Q3 		$305K Buy
3,538
+24
+0.7% +$2.07K 0.2% 86
2021
Q2 		$303K Buy
3,514
+140
+4% +$12.1K 0.2% 90
2021
Q1 		$291K Sell
3,374
-706
-17% -$60.9K 0.21% 73
2020
Q4 		$352K Sell
4,080
-130
-3% -$11.2K 0.29% 49
2020
Q3 		$364K Sell
4,210
-4,045
-49% -$350K 0.34% 47
2020
Q2 		$715K Sell
8,255
-305
-4% -$26.4K 0.65% 29
2020
Q1 		$742K Buy
+8,560
New +$731K 0.78% 23

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

C.M. Bidwell & Associates's SHY Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 340 shares — an estimated $27.5K sold.

C.M. Bidwell & Associates first reported a position in SHY in Q1 2020 and held it in 15 quarters. The position peaked at $742K in Q1 2020. 1,120 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 340 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $27.5K.
  • C.M. Bidwell & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 15 quarters.
  • C.M. Bidwell & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $742K in Q1 2020.
  • 1,120 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.