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

Jamison Private 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
Q3 		– Sell
-1,500
Closed -$122K – 499
2024
Q2 		$122K Hold
1,500
– – 0.02% 205
2024
Q1 		$123K Buy
+1,500
New +$123K 0.02% 205

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

Jamison Private Wealth Management's SHY Position: Q3 2024 in Review

Jamison Private Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 1,500 shares — an estimated $122K sold.

Jamison Private Wealth Management first reported a position in SHY in Q1 2024 and held it in 2 quarters. The position peaked at $123K in Q1 2024. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Jamison Private Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,500 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $122K.
  • Jamison Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Jamison Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $123K in Q1 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Jamison Private Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.