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Glassman Wealth Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-717
Closed -$58.8K – 1536
2023
Q4 		$58.8K Buy
+717
New +$58.3K 0.01% 413

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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

Glassman Wealth Services's SHY Position: Q1 2024 in Review

Glassman Wealth Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 717 shares — an estimated $58.8K sold.

Glassman Wealth Services first reported a position in SHY in Q4 2023 and held it in 1 quarter. The position peaked at $58.8K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Glassman Wealth Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 717 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $58.8K.
  • Glassman Wealth Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's iShares 1-3 Year Treasury Bond ETF position peaked at $58.8K 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 Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.