GFG Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

GFG Capital’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	-22,095	Closed	-$323K	–	132
2024 Q2	$323K	Hold	22,095	–	–	0.09%	92
2024 Q1	$323K	Buy	+22,095	New	+$1.81M	0.08%	95
2023 Q4	–	Sell	-24,926	Closed	-$2.02M	–	135
2023 Q3	$2.02M	Buy	+24,926	New	+$2.02M	0.65%	26

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

GFG Capital's SHY Position: Q3 2024 in Review

GFG Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 22,095 shares — an estimated $323K sold.

GFG Capital first reported a position in SHY in Q3 2023 and held it in 3 quarters. The position peaked at $2.02M in Q3 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

GFG Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
GFG Capital sold 22,095 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $323K.
GFG Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
GFG Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $2.02M in Q3 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on GFG Capital's 13F filing for Q3 2024, filed 21 Oct 2024.