Mesirow Financial Investment Management - Fixed Income’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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	$321K	Hold	3,914	–	–	0.33%	13
2024 Q3	$325K	Hold	3,914	–	–	0.32%	13
2024 Q2	$320K	Hold	3,914	–	–	0.27%	13
2024 Q1	$320K	Hold	3,914	–	–	0.42%	13
2023 Q4	$321K	Hold	3,914	–	–	0.48%	12
2023 Q3	$317K	Sell	3,914 -294	-7%	-$23.8K	0.36%	13
2023 Q2	$341K	Hold	4,208	–	–	0.55%	10
2023 Q1	$346K	Hold	4,208	–	–	0.26%	11
2022 Q4	$342K	Hold	4,208	–	–	0.54%	11
2022 Q3	$342K	Hold	4,208	–	–	0.62%	10
2022 Q2	$348K	Hold	4,208	–	–	0.04%	116
2022 Q1	$351K	Hold	4,208	–	–	0.04%	115
2021 Q4	$360K	Hold	4,208	–	–	0.04%	124
2021 Q3	$363K	Sell	4,208 -465	-10%	-$40.1K	0.04%	123
2021 Q2	$403K	Hold	4,673	–	–	0.05%	126
2021 Q1	$403K	Hold	4,673	–	–	0.05%	129
2020 Q4	$404K	Hold	4,673	–	–	0.05%	126
2020 Q3	$404K	Buy	+4,673	New	+$404K	0.07%	126

Other funds holding SHY

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

BlackRock New York $6.73T AUM 46.02% 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 $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Mesirow Financial Investment Management - Fixed Income's SHY Position: Q4 2024 in Review

Mesirow Financial Investment Management - Fixed Income held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2024 at 3,914 shares worth $321K. The position accounts for 0.33% of the portfolio, ranked #13.

Mesirow Financial Investment Management - Fixed Income first reported a position in SHY in Q3 2020 and has held it in 18 quarters since. The position peaked at $404K in Q4 2020. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Mesirow Financial Investment Management - Fixed Income held 3,914 shares of iShares 1-3 Year Treasury Bond ETF worth $321K as of Q4 2024.
Mesirow Financial Investment Management - Fixed Income left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 1-3 Year Treasury Bond ETF made up 0.33% of Mesirow Financial Investment Management - Fixed Income's portfolio in Q4 2024, its #13 holding.
Mesirow Financial Investment Management - Fixed Income first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 18 quarters since.
Mesirow Financial Investment Management - Fixed Income's iShares 1-3 Year Treasury Bond ETF position peaked at $404K in Q4 2020.
1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2024, filed 13 Feb 2025.