Column Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Column Capital Advisors’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
2023 Q3	$1.39M	Buy	17,223 +995	+6%	+$80.6K	0.21%	49
2023 Q2	$1.32M	Sell	16,228 -1,082	-6%	-$88.5K	0.19%	51
2023 Q1	$1.42M	Hold	17,310	–	–	0.21%	44
2022 Q4	$1.41M	Sell	17,310 -10,971	-39%	-$890K	0.23%	42
2022 Q3	$2.3M	Buy	28,281 +4,521	+19%	+$372K	0.48%	31
2022 Q2	$1.97M	Buy	23,760 +21,181	+821%	+$1.76M	0.38%	34
2022 Q1	$215K	Sell	2,579 -7,871	-75%	-$665K	0.04%	128
2021 Q4	$894K	Sell	10,450 -8,750	-46%	-$751K	0.17%	53
2021 Q3	$1.65M	Hold	19,200	–	–	0.35%	33
2021 Q2	$1.65M	Hold	19,200	–	–	0.35%	34
2021 Q1	$1.66M	Buy	19,200 +1,800	+10%	+$155K	0.37%	33
2020 Q4	$1.5M	Buy	+17,400	New	+$1.5M	0.38%	29

Other funds holding SHY

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

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

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

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Column Capital Advisors's SHY Position: Q3 2023 in Review

Column Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.1% in Q3 2023, buying an estimated $80.6K and bringing the position to 17,223 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #49.

Column Capital Advisors first reported a position in SHY in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.3M in Q3 2022. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Column Capital Advisors held 17,223 shares of iShares 1-3 Year Treasury Bond ETF worth $1.39M as of Q3 2023.
Column Capital Advisors bought 995 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $80.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of Column Capital Advisors's portfolio in Q3 2023, its #49 holding.
Column Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 12 quarters since.
Column Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.3M in Q3 2022.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.