Intelligence Driven Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-6,257	Closed	-$515K	–	106
2023 Q4	$515K	Sell	6,257 -1,738	-22%	-$141K	0.08%	54
2023 Q3	$646K	Sell	7,995 -39,974	-83%	-$3.24M	0.11%	43
2023 Q2	$3.87M	Sell	47,969 -620,596	-93%	-$50.7M	0.68%	22
2023 Q1	$55.1M	Buy	668,565 +19,667	+3%	+$1.6M	9.9%	2
2022 Q4	$52.9M	Buy	+648,898	New	+$52.6M	9.7%	2
2019 Q1	–	Sell	-6,226	Closed	-$518K	–	104
2018 Q4	$518K	Buy	+6,226	New	+$517K	0.33%	52

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intelligence Driven Advisers's SHY Position: Q1 2024 in Review

Intelligence Driven Advisers sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 6,257 shares — an estimated $515K sold.

Intelligence Driven Advisers first reported a position in SHY in Q4 2018 and held it in 6 quarters. The position peaked at $55.1M in Q1 2023. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Intelligence Driven Advisers reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Intelligence Driven Advisers sold 6,257 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $515K.
Intelligence Driven Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Intelligence Driven Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $55.1M in Q1 2023.
1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Intelligence Driven Advisers's 13F filing for Q1 2024, filed 1 May 2024.