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Creekmur Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Creekmur Asset Management’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 		– Sell
-96
Closed -$7.84K – 1111
2024
Q2 		$7.84K Sell
96
-116
-55% -$9.44K ﹤0.01% 533
2024
Q1 		$17.3K Buy
+212
New +$17.3K 0.01% 396

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JP Morgan Chase
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LPL Financial
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Mercer Global Advisors
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Creekmur Asset Management's SHY Position: Q3 2024 in Review

Creekmur Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 96 shares — an estimated $7.84K sold.

Creekmur Asset Management first reported a position in SHY in Q1 2024 and held it in 2 quarters. The position peaked at $17.3K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Creekmur Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 96 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $7.84K.
  • Creekmur Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Creekmur Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $17.3K in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.