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	6.43%	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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Family Management's SHY Position: Q1 2024 in Review

Family Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 1,774 shares — an estimated $146K sold.

Family Management first reported a position in SHY in Q2 2019 and held it in 8 quarters. The position peaked at $26.4M in Q4 2022. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Family Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Family Management sold 1,774 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $146K.
Family Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 8 quarters.
Family Management's iShares 1-3 Year Treasury Bond ETF position peaked at $26.4M in Q4 2022.
1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Family Management's 13F filing for Q1 2024, filed 15 May 2024.