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Ellevest Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ellevest Inc’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 		– Sell
-3,100
Closed -$251K – 408
2023
Q3 		$251K Buy
+3,100
New +$251K 0.02% 293
2021
Q4 		– Sell
-2
Closed – – 1628
2021
Q3 		$0 Buy
+2
New +$172 ﹤0.01% 1563

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Bank of America
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BL
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UBS Group
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Wells Fargo
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LPL Financial
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's SHY Position: Q4 2023 in Review

Ellevest Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 3,100 shares — an estimated $251K sold.

Ellevest Inc first reported a position in SHY in Q3 2021 and held it in 2 quarters. The position peaked at $251K in Q3 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

  • Ellevest Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ellevest Inc sold 3,100 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $251K.
  • Ellevest Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Ellevest Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $251K in Q3 2023.
  • 1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Ellevest Inc's 13F filing for Q4 2023, filed 6 Feb 2024.