Jordan Park Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jordan Park Group’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 Q4	–	Sell	-16,057	Closed	-$1.34M	–	76
2024 Q3	$1.34M	Buy	16,057 +161	+1%	+$13.3K	0.09%	42
2024 Q2	$1.3M	Buy	15,896 +154	+1%	+$12.5K	0.1%	31
2024 Q1	$1.29M	Buy	15,742 +93	+0.6%	+$7.61K	0.08%	37
2023 Q4	$1.28M	Buy	+15,649	New	+$1.27M	0.09%	36
2019 Q2	–	Sell	-757,870	Closed	-$63.8M	–	42
2019 Q1	$63.8M	Buy	+757,870	New	+$63.4M	6.37%	7
2018 Q1	–	Sell	-19,395	Closed	-$1.63M	–	31
2017 Q4	$1.63M	Buy	+19,395	New	+$1.63M	0.38%	12

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jordan Park Group's SHY Position: Q4 2024 in Review

Jordan Park Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 16,057 shares — an estimated $1.34M sold.

Jordan Park Group first reported a position in SHY in Q4 2017 and held it in 6 quarters. The position peaked at $63.8M in Q1 2019. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Jordan Park Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Jordan Park Group sold 16,057 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.34M.
Jordan Park Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
Jordan Park Group's iShares 1-3 Year Treasury Bond ETF position peaked at $63.8M in Q1 2019.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Jordan Park Group's 13F filing for Q4 2024, filed 3 Feb 2025.