Legacy Capital Group California’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Legacy Capital Group California’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	-3,346	Closed	-$273K	–	345
2024 Q2	$273K	Sell	3,346 -400	-11%	-$32.5K	0.1%	243
2024 Q1	$306K	Sell	3,746 -207	-5%	-$16.9K	0.11%	219
2023 Q4	$324K	Sell	3,953 -616	-13%	-$50.1K	0.13%	210
2023 Q3	$370K	Sell	4,569 -8	-0.2%	-$648	0.16%	180
2023 Q2	$371K	Buy	4,577 +1,638	+56%	+$134K	0.15%	189
2023 Q1	$241K	Buy	+2,939	New	+$240K	0.12%	213

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

Legacy Capital Group California's SHY Position: Q3 2024 in Review

Legacy Capital Group California sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 3,346 shares — an estimated $273K sold.

Legacy Capital Group California first reported a position in SHY in Q1 2023 and held it in 6 quarters. The position peaked at $371K in Q2 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Legacy Capital Group California reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Legacy Capital Group California sold 3,346 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $273K.
Legacy Capital Group California first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Legacy Capital Group California's iShares 1-3 Year Treasury Bond ETF position peaked at $371K in Q2 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.