Edmonds Duncan Registered Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Edmonds Duncan Registered Investment 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 Q2	–	Sell	-7,242	Closed	-$592K	–	139
2024 Q1	$592K	Sell	7,242 -38	-0.5%	-$3.11K	0.15%	67
2023 Q4	$597K	Hold	7,280	–	–	0.16%	62
2023 Q3	$589K	Hold	7,280	–	–	0.17%	67
2023 Q2	$590K	Hold	7,280	–	–	0.18%	65
2023 Q1	$598K	Hold	7,280	–	–	0.19%	68
2022 Q4	$591K	Buy	+7,280	New	+$591K	0.19%	67
2016 Q4	–	Sell	-5,393	Closed	-$458K	–	102
2016 Q3	$458K	Hold	5,393	–	–	0.28%	66
2016 Q2	$459K	Hold	5,393	–	–	0.28%	64
2016 Q1	$459K	Sell	5,393 -197	-4%	-$16.7K	0.31%	61
2015 Q4	$472K	Buy	+5,590	New	+$473K	0.32%	57

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's SHY Position: Q2 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 7,242 shares — an estimated $592K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in SHY in Q4 2015 and held it in 10 quarters. The position peaked at $598K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Edmonds Duncan Registered Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 7,242 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $592K.
Edmonds Duncan Registered Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and held it in 10 quarters.
Edmonds Duncan Registered Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $598K in Q1 2023.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.