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Jackson Grant Investment Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jackson Grant Investment 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
2023
Q3 		– Sell
-8,452
Closed -$685K – 410
2023
Q2 		$685K Buy
8,452
+32
+0.4% +$2.62K 0.32% 51
2023
Q1 		$692K Sell
8,420
-109
-1% -$8.88K 0.33% 51
2022
Q4 		$692K Sell
8,529
-6,577
-44% -$534K 0.33% 52
2022
Q3 		$1.23M Buy
15,106
+15
+0.1% +$1.23K 0.64% 28
2022
Q2 		$1.25M Sell
15,091
-14,499
-49% -$1.2M 0.62% 27
2022
Q1 		$2.47M Sell
29,590
-46
-0.2% -$3.89K 1.04% 21
2021
Q4 		$2.54M Sell
29,636
-1,796
-6% -$154K 1.29% 17
2021
Q3 		$2.71M Sell
31,432
-1,503
-5% -$130K 1.21% 18
2021
Q2 		$2.84M Buy
32,935
+12,164
+59% +$1.05M 1.25% 18
2021
Q1 		$1.79M Buy
20,771
+20,645
+16,385% +$1.78M 0.82% 22
2020
Q4 		$11K Buy
126
+1
+0.8% +$86 0.01% 307
2020
Q3 		$11K Hold
125
– – 0.01% 204
2020
Q2 		$11K Hold
125
– – 0.01% 198
2020
Q1 		$11K Buy
125
+1
+0.8% +$85 0.01% 190
2019
Q4 		$11K Hold
124
– – 0.01% 201
2019
Q3 		$10K Buy
124
+1
+0.8% +$85 0.01% 208
2019
Q2 		$10K Buy
123
+1
+0.8% +$84 0.01% 210
2019
Q1 		$10K Buy
+122
New +$10.2K 0.01% 208
2016
Q3 		– Sell
-877
Closed -$75K – 171
2016
Q2 		$75K Sell
877
-1,055
-55% -$89.7K 0.07% 91
2016
Q1 		$164K Buy
1,932
+1,357
+236% +$115K 0.15% 62
2015
Q4 		$40K Buy
+575
New +$48.7K 0.04% 115

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jackson Grant Investment Advisers's SHY Position: Q3 2023 in Review

Jackson Grant Investment Advisers sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 8,452 shares — an estimated $685K sold.

Jackson Grant Investment Advisers first reported a position in SHY in Q4 2015 and held it in 21 quarters. The position peaked at $2.84M in Q2 2021. 1,069 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Jackson Grant Investment Advisers reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 8,452 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $685K.
  • Jackson Grant Investment Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and held it in 21 quarters.
  • Jackson Grant Investment Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $2.84M in Q2 2021.
  • 1,069 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2023, filed 13 Oct 2023.