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Curi Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Curi Wealth 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
Q1 		– Sell
-584,098
Closed -$47.9M – 128
2023
Q4 		$47.9M Buy
584,098
+14,816
+3% +$1.2M 6.62% 3
2023
Q3 		$46.1M Sell
569,282
-45,135
-7% -$3.66M 7.07% 3
2023
Q2 		$49.8M Buy
614,417
+87,985
+17% +$7.19M 6.73% 3
2023
Q1 		$43.3M Buy
526,432
+479,613
+1,024% +$39.1M 6.22% 3
2022
Q4 		$3.8M Buy
+46,819
New +$3.8M 0.53% 47

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Curi Wealth Management's SHY Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 584,098 shares — an estimated $47.9M sold.

Curi Wealth Management first reported a position in SHY in Q4 2022 and held it in 5 quarters. The position peaked at $49.8M in Q2 2023. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 584,098 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $47.9M.
  • Curi Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Curi Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $49.8M in Q2 2023.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.