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

Drive 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 Q3	–	Sell	-8,273	Closed	-$675K	–	353
2024 Q2	$675K	Sell	8,273 -2,395	-22%	-$195K	0.18%	98
2024 Q1	$872K	Sell	10,668 -12,760	-54%	-$1.04M	0.24%	81
2023 Q4	$1.92M	Sell	23,428 -1,174	-5%	-$95.4K	0.62%	27
2023 Q3	$1.99M	Buy	24,602 +7,052	+40%	+$571K	0.73%	30
2023 Q2	$1.42M	Sell	17,550 -2,567	-13%	-$210K	0.53%	40
2023 Q1	$1.65M	Buy	+20,117	New	+$1.64M	0.69%	34
2022 Q4	–	Sell	-5,750	Closed	-$467K	–	264
2022 Q3	$467K	Sell	5,750 -1,885	-25%	-$155K	0.44%	61
2022 Q2	$632K	Sell	7,635 -5,446	-42%	-$452K	0.58%	43
2022 Q1	$1.09M	Buy	13,081 +2,002	+18%	+$169K	0.92%	26
2021 Q4	$948K	Buy	+11,079	New	+$950K	0.83%	22

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Drive Wealth Management's SHY Position: Q3 2024 in Review

Drive Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 8,273 shares — an estimated $675K sold.

Drive Wealth Management first reported a position in SHY in Q4 2021 and held it in 10 quarters. The position peaked at $1.99M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Drive Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 8,273 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $675K.
Drive Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Drive Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.99M in Q3 2023.
1,100 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.