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

EisnerAmper Wealth Management Corporate Benefits’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 Q4	$339K	Buy	4,137 +1,519	+58%	+$123K	0.12%	53
2023 Q3	$212K	Hold	2,618	–	–	0.09%	57
2023 Q2	$212K	Buy	+2,618	New	+$214K	0.1%	54

Other funds holding SHY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's SHY Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 58% in Q4 2023, buying an estimated $123K and bringing the position to 4,137 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #53.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SHY in Q2 2023 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 4,137 shares of iShares 1-3 Year Treasury Bond ETF worth $339K as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits bought 1,519 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $123K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #53 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 3 quarters since.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.