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Middleton & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Middleton & Co’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
Q2 		– Sell
-4,767
Closed -$390K – 171
2024
Q1 		$390K Buy
+4,767
New +$390K 0.05% 129

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Middleton & Co's SHY Position: Q2 2024 in Review

Middleton & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 4,767 shares — an estimated $390K sold.

Middleton & Co first reported a position in SHY in Q1 2024 and held it in 1 quarter. The position peaked at $390K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Middleton & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Middleton & Co sold 4,767 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $390K.
  • Middleton & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Middleton & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $390K in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Middleton & Co's 13F filing for Q2 2024, filed 12 Aug 2024.