Empower Advisory Group
SHY icon

Empower Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Empower Advisory 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
Q3 		– Sell
-2,857
Closed -$233K – 516
2024
Q2 		$233K Buy
+2,857
New +$232K ﹤0.01% 450

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CAPTRUST Financial Advisors
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JP Morgan Chase
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LPL Financial
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Empower Advisory Group's SHY Position: Q3 2024 in Review

Empower Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 2,857 shares — an estimated $233K sold.

Empower Advisory Group first reported a position in SHY in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Empower Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Empower Advisory Group sold 2,857 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $233K.
  • Empower Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Empower Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $233K in Q2 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Empower Advisory Group's 13F filing for Q3 2024, filed 5 Nov 2024.