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GoalVest Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-86
Closed -$7.03K – 392
2024
Q1 		$7.03K Hold
86
– – ﹤0.01% 330
2023
Q4 		$7.05K Sell
86
-179
-68% -$14.6K ﹤0.01% 276
2023
Q3 		$21.5K Buy
265
+86
+48% +$6.96K 0.01% 210
2023
Q2 		$14.5K Buy
+179
New +$14.6K 0.01% 223

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

GoalVest Advisory's SHY Position: Q2 2024 in Review

GoalVest Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 86 shares — an estimated $7.03K sold.

GoalVest Advisory first reported a position in SHY in Q2 2023 and held it in 4 quarters. The position peaked at $21.5K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • GoalVest Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 86 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $7.03K.
  • GoalVest Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
  • GoalVest Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $21.5K in Q3 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.