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Greatmark Investment Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Greatmark Investment Partners’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
-3,200
Closed -$263K – 131
2023
Q4 		$263K Buy
+3,200
New +$260K 0.04% 113

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AssetMark Inc
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Wells Fargo
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BL
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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

Greatmark Investment Partners's SHY Position: Q1 2024 in Review

Greatmark Investment Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 3,200 shares — an estimated $263K sold.

Greatmark Investment Partners first reported a position in SHY in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Greatmark Investment Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Greatmark Investment Partners sold 3,200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $263K.
  • Greatmark Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Greatmark Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $263K 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 Greatmark Investment Partners's 13F filing for Q1 2024, filed 9 May 2024.