FM
SHY icon

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

Family 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
Q1 		– Sell
-1,774
Closed -$146K – 194
2023
Q4 		$146K Buy
1,774
+186
+12% +$15.1K 0.03% 140
2023
Q3 		$129K Buy
1,588
+732
+86% +$59.3K 0.03% 136
2023
Q2 		$69.4K Sell
856
-224,899
-100% -$18.4M 0.02% 148
2023
Q1 		$18.5M Sell
225,755
-99,379
-31% -$8.1M 4.27% 3
2022
Q4 		$26.4M Buy
325,134
+324,277
+37,839% +$26.3M 6.44% 3
2022
Q3 		$70K Buy
857
+159
+23% +$13.1K 0.02% 144
2022
Q2 		$58K Buy
+698
New +$57.9K 0.02% 157
2019
Q3 		– Sell
-418
Closed -$35K – 195
2019
Q2 		$35K Buy
+418
New +$35.2K 0.01% 161

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return