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

Lakeridge 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
-3,241
Closed -$265K – 156
2024
Q2 		$265K Sell
3,241
-1,308
-29% -$106K 0.16% 118
2024
Q1 		$372K Buy
4,549
+495
+12% +$40.5K 0.24% 82
2023
Q4 		$333K Buy
+4,054
New +$330K 0.24% 85

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

Lakeridge Wealth Management's SHY Position: Q3 2024 in Review

Lakeridge Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 3,241 shares — an estimated $265K sold.

Lakeridge Wealth Management first reported a position in SHY in Q4 2023 and held it in 3 quarters. The position peaked at $372K in Q1 2024. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Lakeridge Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Lakeridge Wealth Management sold 3,241 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $265K.
  • Lakeridge Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Lakeridge Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $372K 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 Lakeridge Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.