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Cornell University’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cornell University’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
Q3 		$2.2M Sell
26,516
-15,300
-37% -$1.26M 64% 1
2024
Q2 		$3.41M Hold
41,816
– – 74.37% 1
2024
Q1 		$3.42M Sell
41,816
-10,500
-20% -$859K 51.87% 1
2023
Q4 		$4.29M Buy
+52,316
New +$4.25M 79.38% 1

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cornell University's SHY Position: Q3 2024 in Review

Cornell University reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 37% in Q3 2024, selling an estimated $1.26M and leaving 26,516 shares worth $2.2M. The position accounts for 64% of the portfolio, ranked #1.

Cornell University first reported a position in SHY in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.29M in Q4 2023. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Cornell University held 26,516 shares of iShares 1-3 Year Treasury Bond ETF worth $2.2M as of Q3 2024.
  • Cornell University sold 15,300 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.26M.
  • iShares 1-3 Year Treasury Bond ETF made up 64% of Cornell University's portfolio in Q3 2024, its #1 holding.
  • Cornell University first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Cornell University's iShares 1-3 Year Treasury Bond ETF position peaked at $4.29M in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Cornell University's 13F filing for Q3 2024, filed 2 Dec 2024.