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

Jessup 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
Q1 		– Sell
-3,061
Closed -$251K – 65
2023
Q4 		$251K Sell
3,061
-2,732
-47% -$222K 0.13% 44
2023
Q3 		$469K Buy
5,793
+8
+0.1% +$648 0.27% 41
2023
Q2 		$469K Sell
5,785
-4,023
-41% -$329K 0.25% 43
2023
Q1 		$806K Buy
9,808
+1,891
+24% +$154K 0.48% 36
2022
Q4 		$643K Buy
+7,917
New +$642K 0.41% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jessup Wealth Management's SHY Position: Q1 2024 in Review

Jessup Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 3,061 shares — an estimated $251K sold.

Jessup Wealth Management first reported a position in SHY in Q4 2022 and held it in 5 quarters. The position peaked at $806K in Q1 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Jessup Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Jessup Wealth Management sold 3,061 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $251K.
  • Jessup Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Jessup Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $806K in Q1 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Jessup Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.