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

Channel Wealth’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	-8,198	Closed	-$669K	–	176
2024 Q2	$669K	Sell	8,198 -543	-6%	-$44.2K	0.24%	78
2024 Q1	$715K	Sell	8,741 -437	-5%	-$35.8K	0.29%	71
2023 Q4	$753K	Sell	9,178 -7,879	-46%	-$640K	0.36%	69
2023 Q3	$1.38M	Sell	17,057 -29,358	-63%	-$2.38M	0.77%	42
2023 Q2	$3.76M	Sell	46,415 -7,695	-14%	-$629K	2.16%	5
2023 Q1	$4.45M	Buy	+54,110	New	+$4.41M	2.86%	3

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

Channel Wealth's SHY Position: Q3 2024 in Review

Channel Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 8,198 shares — an estimated $669K sold.

Channel Wealth first reported a position in SHY in Q1 2023 and held it in 6 quarters. The position peaked at $4.45M in Q1 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Channel Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Channel Wealth sold 8,198 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $669K.
Channel Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Channel Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.45M in Q1 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Channel Wealth's 13F filing for Q3 2024, filed 31 Oct 2024.