Garden State Investment Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Garden State Investment Advisory 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
2024 Q3	–	Sell	-2,654	Closed	-$217K	–	276
2024 Q2	$217K	Sell	2,654 -908	-25%	-$73.9K	0.07%	203
2024 Q1	$292K	Sell	3,562 -151	-4%	-$12.4K	0.11%	175
2023 Q4	$305K	Sell	3,713 -586	-14%	-$47.6K	0.12%	157
2023 Q3	$348K	Sell	4,299 -915	-18%	-$74.1K	0.16%	124
2023 Q2	$423K	Sell	5,214 -1,184	-19%	-$96.8K	0.17%	109
2023 Q1	$526K	Buy	6,398 +1,493	+30%	+$122K	0.23%	81
2022 Q4	$398K	Buy	+4,905	New	+$398K	0.24%	101

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Garden State Investment Advisory Services's SHY Position: Q3 2024 in Review

Garden State Investment Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 2,654 shares — an estimated $217K sold.

Garden State Investment Advisory Services first reported a position in SHY in Q4 2022 and held it in 7 quarters. The position peaked at $526K in Q1 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Garden State Investment Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 2,654 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $217K.
Garden State Investment Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Garden State Investment Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $526K in Q1 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.