Everett Harris & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Everett Harris & Co’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	-3,277	Closed	-$265K	–	271
2023 Q3	$265K	Hold	3,277	–	–	﹤0.01%	219
2023 Q2	$266K	Hold	3,277	–	–	﹤0.01%	221
2023 Q1	$269K	Hold	3,277	–	–	﹤0.01%	223
2022 Q4	$266K	Sell	3,277 -178	-5%	-$14.4K	﹤0.01%	224
2022 Q3	$281K	Buy	+3,455	New	+$284K	0.01%	214

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

Everett Harris & Co's SHY Position: Q4 2023 in Review

Everett Harris & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 3,277 shares — an estimated $265K sold.

Everett Harris & Co first reported a position in SHY in Q3 2022 and held it in 5 quarters. The position peaked at $281K in Q3 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Everett Harris & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Everett Harris & Co sold 3,277 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $265K.
Everett Harris & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
Everett Harris & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $281K in Q3 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Everett Harris & Co's 13F filing for Q4 2023, filed 18 Jan 2024.