Corient Private Wealth
SHY icon

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

Corient Private 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
2026
Q1 		$29.2M Sell
355,543
-367,342
-51% -$30.4M 0.04% 325
2025
Q4 		$58.2M Buy
722,885
+382,339
+112% +$31.7M 0.04% 331
2025
Q3 		$28.3M Sell
340,546
-39,570
-10% -$3.27M 0.04% 330
2025
Q2 		$31.5M Sell
380,116
-766,242
-67% -$63.3M 0.04% 304
2025
Q1 		$94.8M Buy
1,146,358
+538,949
+89% +$44.3M 0.16% 147
2024
Q4 		$31.5M Sell
607,409
-205,541
-25% -$16.9M 0.05% 303
2024
Q3 		$67.6M Buy
812,950
+424,505
+109% +$35M 0.11% 190
2024
Q2 		$31.7M Sell
388,445
-14,795
-4% -$1.2M 0.06% 301
2024
Q1 		$33M Sell
403,240
-18,831
-4% -$1.54M 0.06% 294
2023
Q4 		$34.6M Sell
422,071
-20,460
-5% -$1.66M 0.06% 287
2023
Q3 		$35.8M Buy
442,531
+362,115
+450% +$29.3M 0.08% 252
2023
Q2 		$6.52M Sell
80,416
-6,301
-7% -$515K 0.02% 562
2023
Q1 		$7.12M Buy
86,717
+9,428
+12% +$769K 0.02% 494
2022
Q4 		$6.27M Buy
+77,289
New +$6.27M 0.02% 445

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return