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Carmichael Hill & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Carmichael Hill & 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 		$158K Buy
1,902
+60
+3% +$4.95K 0.06% 215
2024
Q2 		$150K Hold
1,842
– – 0.06% 206
2024
Q1 		$151K Sell
1,842
-6
-0.3% -$491 0.06% 213
2023
Q4 		$152K Buy
+1,848
New +$150K 0.06% 212

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carmichael Hill & Associates's SHY Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.3% in Q3 2024, buying an estimated $4.95K and bringing the position to 1,902 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #215.

Carmichael Hill & Associates first reported a position in SHY in Q4 2023 and has held it in 4 quarters since. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Carmichael Hill & Associates held 1,902 shares of iShares 1-3 Year Treasury Bond ETF worth $158K as of Q3 2024.
  • Carmichael Hill & Associates bought 60 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $4.95K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Carmichael Hill & Associates's portfolio in Q3 2024, its #215 holding.
  • Carmichael Hill & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.