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

Cambridge 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
2024 Q3	–	Sell	-7,361	Closed	-$601K	–	67
2024 Q2	$601K	Sell	7,361 -24,644	-77%	-$2.01M	0.03%	47
2024 Q1	$2.62M	Sell	32,005 -6,075	-16%	-$497K	0.14%	41
2023 Q4	$3.12M	Hold	38,080	–	–	0.19%	44
2023 Q3	$3.08M	Buy	38,080 +1,272	+3%	+$103K	0.2%	37
2023 Q2	$2.98M	Buy	36,808 +33,153	+907%	+$2.71M	0.22%	34
2023 Q1	$300K	Buy	+3,655	New	+$298K	0.02%	44

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

Cambridge Associates's SHY Position: Q3 2024 in Review

Cambridge Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 7,361 shares — an estimated $601K sold.

Cambridge Associates first reported a position in SHY in Q1 2023 and held it in 6 quarters. The position peaked at $3.12M in Q4 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Cambridge Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Cambridge Associates sold 7,361 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $601K.
Cambridge Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Cambridge Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $3.12M in Q4 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Cambridge Associates's 13F filing for Q3 2024, filed 14 Nov 2024.