Compass Investment Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Compass Investment Advisers’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 Q4	$636K	Buy	+7,763	New	+$638K	1.85%	11

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Compass Investment Advisers's SHY Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024: 7,763 shares worth $636K. The stake represents 1.85% of the portfolio and ranks #11 among its holdings.

1,173 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Compass Investment Advisers held 7,763 shares of iShares 1-3 Year Treasury Bond ETF worth $636K as of Q4 2024.
iShares 1-3 Year Treasury Bond ETF was a new Compass Investment Advisers position in Q4 2024.
iShares 1-3 Year Treasury Bond ETF made up 1.85% of Compass Investment Advisers's portfolio in Q4 2024, its #11 holding.
1,173 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.