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

Focused Wealth 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	-5	Closed	-$410	–	832
2023 Q4	$410	Hold	5	–	–	﹤0.01%	926
2023 Q3	$405	Hold	5	–	–	﹤0.01%	930
2023 Q2	$405	Hold	5	–	–	﹤0.01%	965
2023 Q1	$411	Buy	+5	New	+$408	﹤0.01%	951
2022 Q2	–	Sell	-2,000	Closed	-$167K	–	1060
2022 Q1	$167K	Buy	+2,000	New	+$169K	0.03%	162
2014 Q4	–	Sell	-20	Closed	-$2K	–	705
2014 Q3	$2K	Buy	+20	New	+$1.69K	﹤0.01%	611

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focused Wealth Management's SHY Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 5 shares — an estimated $410 sold.

Focused Wealth Management first reported a position in SHY in Q3 2014 and held it in 6 quarters. The position peaked at $167K in Q1 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Focused Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 5 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $410.
Focused Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and held it in 6 quarters.
Focused Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $167K in Q1 2022.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.