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Gunn & Company Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gunn & Company Investment Management’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
-3,855
Closed -$315K – 124
2024
Q2 		$315K Buy
+3,855
New +$314K 0.02% 121
2024
Q1 		– Sell
-4,593
Closed -$377K – 115
2023
Q4 		$377K Buy
+4,593
New +$373K 0.02% 92

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Gunn & Company Investment Management's SHY Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 3,855 shares — an estimated $315K sold.

Gunn & Company Investment Management first reported a position in SHY in Q4 2023 and held it in 2 quarters. The position peaked at $377K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 3,855 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $315K.
  • Gunn & Company Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $377K in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.