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Forvis Mazars Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Forvis Mazars Wealth Advisors’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
-5,291
Closed -$434K – 398
2023
Q4 		$434K Buy
+5,291
New +$430K 0.01% 296

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SHY Position: Q1 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 5,291 shares — an estimated $434K sold.

Forvis Mazars Wealth Advisors first reported a position in SHY in Q4 2023 and held it in 1 quarter. The position peaked at $434K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Forvis Mazars Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,291 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $434K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $434K in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.