LaSalle St. Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LaSalle St. Investment Advisors’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
2023 Q4	–	Sell	-3,139	Closed	-$254K	–	137
2023 Q3	$254K	Sell	3,139 -30,419	-91%	-$2.46M	0.12%	100
2023 Q2	$2.72M	Sell	33,558 -1,688	-5%	-$138K	1.21%	18
2023 Q1	$2.9M	Sell	35,246 -11,657	-25%	-$950K	1.28%	16
2022 Q4	$3.81M	Buy	+46,903	New	+$3.81M	1.8%	12

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LaSalle St. Investment Advisors's SHY Position: Q4 2023 in Review

LaSalle St. Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 3,139 shares — an estimated $254K sold.

LaSalle St. Investment Advisors first reported a position in SHY in Q4 2022 and held it in 4 quarters. The position peaked at $3.81M in Q4 2022. 1,120 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

LaSalle St. Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
LaSalle St. Investment Advisors sold 3,139 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $254K.
LaSalle St. Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
LaSalle St. Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.81M in Q4 2022.
1,120 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.