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Custom Portfolio Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Custom Portfolio Group’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 		$219K Sell
2,677
-2,408
-47% -$196K 0.17% 45
2024
Q1 		$416K Hold
5,085
– – 0.34% 31
2023
Q4 		$365K Buy
+5,085
New +$413K 0.32% 28

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Custom Portfolio Group's SHY Position: Q2 2024 in Review

Custom Portfolio Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 47% in Q2 2024, selling an estimated $196K and leaving 2,677 shares worth $219K. The position accounts for 0.17% of the portfolio, ranked #45.

Custom Portfolio Group first reported a position in SHY in Q4 2023 and has held it in 3 quarters since. The position peaked at $416K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Custom Portfolio Group held 2,677 shares of iShares 1-3 Year Treasury Bond ETF worth $219K as of Q2 2024.
  • Custom Portfolio Group sold 2,408 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $196K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Custom Portfolio Group's portfolio in Q2 2024, its #45 holding.
  • Custom Portfolio Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's iShares 1-3 Year Treasury Bond ETF position peaked at $416K in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.