EFG Capital International’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

EFG Capital International’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
2023 Q2	$1.87M	Buy	+23,031	New	+$1.88M	0.43%	72

Other funds holding SHY

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

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

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

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

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

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

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

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

EFG Capital International's SHY Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023: 23,031 shares worth $1.87M. The stake represents 0.43% of the portfolio and ranks #72 among its holdings.

1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

EFG Capital International held 23,031 shares of iShares 1-3 Year Treasury Bond ETF worth $1.87M as of Q2 2023.
iShares 1-3 Year Treasury Bond ETF was a new EFG Capital International position in Q2 2023.
iShares 1-3 Year Treasury Bond ETF made up 0.43% of EFG Capital International's portfolio in Q2 2023, its #72 holding.
1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.