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Great Point Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Great Point Wealth Advisors’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
-4,713
Closed -$385K – 56
2024
Q1 		$385K Sell
4,713
-238,822
-98% -$19.5M 0.09% 47
2023
Q4 		$20M Buy
243,535
+19,610
+9% +$1.59M 5.2% 4
2023
Q3 		$18.1M Buy
223,925
+19,167
+9% +$1.55M 5.44% 4
2023
Q2 		$16.6M Buy
204,758
+20,811
+11% +$1.7M 4.99% 5
2023
Q1 		$15.1M Sell
183,947
-6,548
-3% -$534K 4.79% 4
2022
Q4 		$15.5M Buy
190,495
+23,149
+14% +$1.88M 5.18% 4
2022
Q3 		$13.6M Buy
167,346
+32,828
+24% +$2.7M 5.07% 5
2022
Q2 		$11.1M Sell
134,518
-141,756
-51% -$11.8M 3.95% 9
2022
Q1 		$23M Sell
276,274
-8,960
-3% -$757K 7.17% 5
2021
Q4 		$24.4M Buy
285,234
+12,665
+5% +$1.09M 7.47% 4
2021
Q3 		$23.5M Buy
272,569
+4,864
+2% +$419K 8.07% 3
2021
Q2 		$23.1M Buy
267,705
+6,250
+2% +$539K 8.05% 3
2021
Q1 		$22.6M Buy
261,455
+67,897
+35% +$5.86M 8.63% 4
2020
Q4 		$16.7M Buy
193,558
+47,194
+32% +$4.08M 7.18% 4
2020
Q3 		$12.7M Hold
146,364
– – 6.54% 5
2020
Q2 		$12.7M Buy
146,364
+6,926
+5% +$600K 6.54% 5
2020
Q1 		$12.1M Sell
139,438
-12,474
-8% -$1.07M 10.1% 3
2019
Q4 		$12.9M Buy
151,912
+10,115
+7% +$857K 7.95% 4
2019
Q3 		$12M Buy
141,797
+92,149
+186% +$7.81M 8.19% 4
2019
Q2 		$4.21M Buy
49,648
+2,507
+5% +$211K 3.4% 10
2019
Q1 		$3.96M Sell
47,141
-9,863
-17% -$826K 3.37% 9
2018
Q4 		$4.77M Buy
+57,004
New +$4.74M 4.51% 7

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

Great Point Wealth Advisors's SHY Position: Q2 2024 in Review

Great Point Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 4,713 shares — an estimated $385K sold.

Great Point Wealth Advisors first reported a position in SHY in Q4 2018 and held it in 22 quarters. The position peaked at $24.4M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Great Point Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Great Point Wealth Advisors sold 4,713 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $385K.
  • Great Point Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 22 quarters.
  • Great Point Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $24.4M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Great Point Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.