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

Certuity’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	-2,467	Closed	-$201K	–	384
2024 Q2	$201K	Sell	2,467 -322	-12%	-$26.2K	0.02%	332
2024 Q1	$228K	Hold	2,789	–	–	0.02%	285
2023 Q4	$229K	Buy	2,789 +36	+1%	+$2.93K	0.02%	294
2023 Q3	$223K	Buy	2,753 +3	+0.1%	+$243	0.03%	235
2023 Q2	$223K	Buy	+2,750	New	+$225K	0.03%	237
2021 Q1	–	Sell	-2,806	Closed	-$242K	–	329
2020 Q4	$242K	Buy	2,806 +4	+0.1%	+$346	0.08%	185
2020 Q3	$242K	Buy	2,802 +6	+0.2%	+$519	0.1%	159
2020 Q2	$242K	Buy	+2,796	New	+$242K	0.11%	140

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

Certuity's SHY Position: Q3 2024 in Review

Certuity sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 2,467 shares — an estimated $201K sold.

Certuity first reported a position in SHY in Q2 2020 and held it in 8 quarters. The position peaked at $242K in Q4 2020. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Certuity reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Certuity sold 2,467 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $201K.
Certuity first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
Certuity's iShares 1-3 Year Treasury Bond ETF position peaked at $242K 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 Certuity's 13F filing for Q3 2024, filed 12 Nov 2024.