CCA
SHY icon

Criterion Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Criterion Capital 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
Q4 		$45.3K Hold
555
– – 0.03% 143
2024
Q3 		$45.3K Hold
555
– – 0.03% 143
2024
Q2 		$45.3K Buy
555
+125
+29% +$10.2K 0.03% 143
2024
Q1 		$35.2K Buy
+430
New +$35.2K 0.02% 167

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Criterion Capital Advisors's SHY Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2024 at 555 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #143.

Criterion Capital Advisors first reported a position in SHY in Q1 2024 and has held it in 4 quarters since. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Criterion Capital Advisors held 555 shares of iShares 1-3 Year Treasury Bond ETF worth $45.3K as of Q4 2024.
  • Criterion Capital Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #143 holding.
  • Criterion Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.