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

Consilio Wealth 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
2024 Q1	–	Sell	-18,550	Closed	-$1.52M	–	65
2023 Q4	$1.52M	Buy	18,550 +454	+3%	+$36.9K	0.77%	19
2023 Q3	$1.46M	Buy	18,096 +448	+3%	+$36.3K	0.85%	20
2023 Q2	$1.43M	Buy	17,648 +412	+2%	+$33.7K	0.79%	22
2023 Q1	$1.42M	Buy	17,236 +2,396	+16%	+$195K	0.8%	25
2022 Q4	$1.2M	Buy	14,840 +197	+1%	+$16K	0.77%	23
2022 Q3	$1.19M	Buy	+14,643	New	+$1.21M	0.93%	21

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Consilio Wealth Advisors's SHY Position: Q1 2024 in Review

Consilio Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 18,550 shares — an estimated $1.52M sold.

Consilio Wealth Advisors first reported a position in SHY in Q3 2022 and held it in 6 quarters. The position peaked at $1.52M in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Consilio Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Consilio Wealth Advisors sold 18,550 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.52M.
Consilio Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
Consilio Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.52M in Q4 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Consilio Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.