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Oxford Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oxford Financial Group’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
-962
Closed -$78.5K – 325
2024
Q2 		$78.5K Hold
962
– – 0.01% 276
2024
Q1 		$78.7K Sell
962
-265
-22% -$21.7K 0.01% 239
2023
Q4 		$101K Buy
+1,227
New +$99.7K 0.01% 248
2022
Q2 		– Sell
-40
Closed -$3K – 286
2022
Q1 		$3K Buy
+40
New +$3.38K ﹤0.01% 258
2021
Q4 		– Sell
-180
Closed -$16K – 281
2021
Q3 		$16K Buy
+180
New +$15.5K ﹤0.01% 234

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Oxford Financial Group's SHY Position: Q3 2024 in Review

Oxford Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 962 shares — an estimated $78.5K sold.

Oxford Financial Group first reported a position in SHY in Q3 2021 and held it in 5 quarters. The position peaked at $101K in Q4 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Oxford Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 962 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $78.5K.
  • Oxford Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 5 quarters.
  • Oxford Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $101K in Q4 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.