ICA Group Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ICA Group Wealth 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 Q2	–	Sell	-1,149	Closed	-$94K	–	1234
2024 Q1	$94K	Sell	1,149 -640	-36%	-$52.4K	0.02%	410
2023 Q4	$147K	Buy	+1,789	New	+$145K	0.03%	299
2023 Q3	–	Sell	-2,229	Closed	-$181K	–	1052
2023 Q2	$181K	Buy	2,229 +1,597	+253%	+$131K	0.05%	245
2023 Q1	$51.9K	Sell	632 -528	-46%	-$43K	0.01%	480
2022 Q4	$94.2K	Buy	+1,160	New	+$94.1K	0.02%	375

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's SHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 1,149 shares — an estimated $94K sold.

ICA Group Wealth Management first reported a position in SHY in Q4 2022 and held it in 5 quarters. The position peaked at $181K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,149 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $94K.
ICA Group Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $181K in Q2 2023.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.