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

Lake Street Private Wealth’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	-9,062	Closed	-$740K	–	313
2024 Q2	$740K	Buy	9,062 +40	+0.4%	+$3.25K	0.1%	175
2024 Q1	$738K	Sell	9,022 -10	-0.1%	-$818	0.1%	179
2023 Q4	$741K	Buy	9,032 +425	+5%	+$34.5K	0.12%	162
2023 Q3	$697K	Buy	8,607 +2,055	+31%	+$166K	0.13%	157
2023 Q2	$531K	Buy	6,552 +413	+7%	+$33.8K	0.09%	179
2023 Q1	$504K	Buy	6,139 +1,238	+25%	+$101K	0.09%	180
2022 Q4	$398K	Buy	+4,901	New	+$398K	0.08%	193

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Lake Street Private Wealth's SHY Position: Q3 2024 in Review

Lake Street Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 9,062 shares — an estimated $740K sold.

Lake Street Private Wealth first reported a position in SHY in Q4 2022 and held it in 7 quarters. The position peaked at $741K in Q4 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Lake Street Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Lake Street Private Wealth sold 9,062 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $740K.
Lake Street Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Lake Street Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $741K in Q4 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.