Operose Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Operose 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
2024 Q1	–	Sell	-3,324	Closed	-$273K	–	668
2023 Q4	$273K	Sell	3,324 -452	-12%	-$36.7K	0.11%	92
2023 Q3	$306K	Buy	+3,776	New	+$306K	0.12%	87
2023 Q1	–	Sell	-1,604	Closed	-$130K	–	388
2022 Q4	$130K	Hold	1,604	–	–	0.07%	96
2022 Q3	$130K	Buy	+1,604	New	+$132K	0.09%	84

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Operose Advisors's SHY Position: Q1 2024 in Review

Operose Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 3,324 shares — an estimated $273K sold.

Operose Advisors first reported a position in SHY in Q3 2022 and held it in 4 quarters. The position peaked at $306K in Q3 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Operose Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Operose Advisors sold 3,324 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $273K.
Operose Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
Operose Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $306K in Q3 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Operose Advisors's 13F filing for Q1 2024, filed 13 May 2024.