Clark Capital Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clark Capital Management Group’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 Q2	–	Sell	-8,078	Closed	-$661K	–	421
2024 Q1	$661K	Buy	+8,078	New	+$661K	﹤0.01%	311
2023 Q2	–	Sell	-27,353	Closed	-$2.25M	–	366
2023 Q1	$2.25M	Buy	+27,353	New	+$2.23M	0.03%	203
2022 Q4	–	Sell	-30,275	Closed	-$2.46M	–	385
2022 Q3	$2.46M	Buy	+30,275	New	+$2.49M	0.03%	195
2020 Q2	–	Sell	-7,555	Closed	-$655K	–	334
2020 Q1	$655K	Buy	+7,555	New	+$645K	0.02%	222

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clark Capital Management Group's SHY Position: Q2 2024 in Review

Clark Capital Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 8,078 shares — an estimated $661K sold.

Clark Capital Management Group first reported a position in SHY in Q1 2020 and held it in 4 quarters. The position peaked at $2.46M in Q3 2022. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Clark Capital Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Clark Capital Management Group sold 8,078 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $661K.
Clark Capital Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
Clark Capital Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.46M in Q3 2022.
1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Clark Capital Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.