Family Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Family Asset Management’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	$252	Hold	3	–	–	﹤0.01%	206
2024 Q2	$247	Sell	3 -34	-92%	-$2.77K	﹤0.01%	207
2024 Q1	$3.03K	Sell	37 -26	-41%	-$2.13K	﹤0.01%	173
2023 Q4	$5.17K	Sell	63 -213	-77%	-$17.3K	﹤0.01%	168
2023 Q3	$22.4K	Sell	276 -259	-48%	-$21K	0.02%	144
2023 Q2	$43.4K	Sell	535 -596	-53%	-$48.7K	0.03%	139
2023 Q1	$92.9K	Sell	1,131 -6,631	-85%	-$541K	0.07%	119
2022 Q4	$630K	Buy	+7,762	New	+$630K	0.52%	48

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

Family Asset Management's SHY Position: Q3 2024 in Review

Family Asset Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2024 at 3 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Family Asset Management first reported a position in SHY in Q4 2022 and has held it in 8 quarters since. The position peaked at $630K in Q4 2022. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Family Asset Management held 3 shares of iShares 1-3 Year Treasury Bond ETF worth $252 as of Q3 2024.
Family Asset Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2024.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #206 holding.
Family Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $630K in Q4 2022.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.