IMA Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

IMA Advisory Services’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 Q4	–	Sell	-5,160	Closed	-$418K	–	235
2023 Q3	$418K	Hold	5,160	–	–	0.11%	120
2023 Q2	$418K	Hold	5,160	–	–	0.11%	119
2023 Q1	$424K	Hold	5,160	–	–	0.11%	118
2022 Q4	$419K	Hold	5,160	–	–	0.11%	118
2022 Q3	$419K	Hold	5,160	–	–	0.11%	115
2022 Q2	$427K	Hold	5,160	–	–	0.1%	119
2022 Q1	$430K	Hold	5,160	–	–	0.1%	102
2021 Q4	$441K	Hold	5,160	–	–	0.1%	110
2021 Q3	$445K	Hold	5,160	–	–	0.11%	104
2021 Q2	$445K	Hold	5,160	–	–	0.1%	103
2021 Q1	$445K	Hold	5,160	–	–	0.11%	98
2020 Q4	$446K	Buy	5,160 +1,160	+29%	+$100K	0.13%	92
2020 Q3	$346K	Hold	4,000	–	–	0.12%	102
2020 Q2	$346K	Hold	4,000	–	–	0.13%	100
2020 Q1	$347K	Buy	+4,000	New	+$342K	0.15%	91

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IMA Advisory Services's SHY Position: Q4 2023 in Review

IMA Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 5,160 shares — an estimated $418K sold.

IMA Advisory Services first reported a position in SHY in Q1 2020 and held it in 15 quarters. The position peaked at $446K in Q4 2020. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

IMA Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 5,160 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $418K.
IMA Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 15 quarters.
IMA Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $446K in Q4 2020.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.