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Halpern Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Halpern Financial’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 		$1.66K Buy
+20
New +$1.65K ﹤0.01% 209
2024
Q1 		– Sell
-756
Closed -$62K – 241
2023
Q4 		$62K Buy
+756
New +$61.5K 0.02% 85
2023
Q3 		– Sell
-800
Closed -$64.9K – 253
2023
Q2 		$64.9K Hold
800
– – 0.02% 73
2023
Q1 		$65.7K Buy
+800
New +$65.2K 0.02% 72

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
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 $377B AUM 19.32% 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

Halpern Financial's SHY Position: Q3 2024 in Review

Halpern Financial opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024: 20 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Halpern Financial previously reported a position in SHY as recently as Q4 2023.

Halpern Financial first reported a position in SHY in Q1 2023 and has held it in 4 quarters since. The position peaked at $65.7K in Q1 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Halpern Financial held 20 shares of iShares 1-3 Year Treasury Bond ETF worth $1.66K as of Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF was a new Halpern Financial position in Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #209 holding.
  • Halpern Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • Halpern Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $65.7K in Q1 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.