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

Cutler 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
2022
Q1 		– Sell
-3,400
Closed -$2K – 5964
2021
Q4 		$2K Hold
3,400
– – ﹤0.01% 4819
2021
Q3 		$1K Sell
3,400
-500
-13% -$43.1K ﹤0.01% 5416
2021
Q2 		$2K Sell
3,900
-4,100
-51% -$354K ﹤0.01% 5066
2021
Q1 		$3K Sell
8,000
-10,000
-56% -$863K ﹤0.01% 4757
2020
Q4 		$3K Sell
18,000
-136,200
-88% -$11.8M ﹤0.01% 4007
2020
Q3 		$13K Buy
+154,200
New +$13.3M ﹤0.01% 2795

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
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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Cutler Group's SHY Position: Q4 2023 in Review

Cutler Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 100 shares — an estimated $8.13K sold.

Cutler Group first reported a position in SHY in Q2 2020 and held it in 13 quarters. The position peaked at $7.32M in Q3 2020. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

  • Cutler Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 100 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $8.13K.
  • Cutler Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 13 quarters.
  • Cutler Group's iShares 1-3 Year Treasury Bond ETF position peaked at $7.32M in Q3 2020.
  • 1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.