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Embree Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Embree Financial Group’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
-6,795
Closed -$556K – 193
2024
Q1 		$556K Buy
+6,795
New +$556K 0.11% 112

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Embree Financial Group's SHY Position: Q2 2024 in Review

Embree Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 6,795 shares — an estimated $556K sold.

Embree Financial Group first reported a position in SHY in Q1 2024 and held it in 1 quarter. The position peaked at $556K in Q1 2024. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Embree Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Embree Financial Group sold 6,795 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $556K.
  • Embree Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Embree Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $556K in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Embree Financial Group's 13F filing for Q2 2024, filed 1 Aug 2024.