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

GW&K 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
2023
Q2 		– Sell
-200
Closed -$16K – 917
2023
Q1 		$16K Buy
+200
New +$16.3K ﹤0.01% 386

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GW&K Investment Management's SHY Position: Q2 2023 in Review

GW&K Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2023, closing a stake of 200 shares — an estimated $16K sold.

GW&K Investment Management first reported a position in SHY in Q1 2023 and held it in 1 quarter. The position peaked at $16K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2023.

  • GW&K Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • GW&K Investment Management sold 200 iShares 1-3 Year Treasury Bond ETF shares in Q2 2023, an estimated $16K.
  • GW&K Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • GW&K Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $16K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2023.

Based on GW&K Investment Management's 13F filing for Q2 2023, filed 9 Aug 2023.