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

Crestone 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
Q2 		– Sell
-11,040
Closed -$903K – 71
2024
Q1 		$903K Buy
11,040
+5,278
+92% +$432K 0.18% 49
2023
Q4 		$473K Buy
+5,762
New +$468K 0.11% 56

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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 $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crestone Asset Management's SHY Position: Q2 2024 in Review

Crestone Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 11,040 shares — an estimated $903K sold.

Crestone Asset Management first reported a position in SHY in Q4 2023 and held it in 2 quarters. The position peaked at $903K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Crestone Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 11,040 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $903K.
  • Crestone Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Crestone Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $903K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.