Gallagher Benefit Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$992K	Buy	+12,223	New	+$992K	0.21%	54

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Gallagher Benefit Services's SHY Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022: 12,223 shares worth $992K. The stake represents 0.21% of the portfolio and ranks #54 among its holdings.

1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Gallagher Benefit Services held 12,223 shares of iShares 1-3 Year Treasury Bond ETF worth $992K as of Q4 2022.
iShares 1-3 Year Treasury Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of Gallagher Benefit Services's portfolio in Q4 2022, its #54 holding.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.