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Pacific Capital Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pacific Capital Wealth 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
Q4 		– Sell
-292
Closed -$24.3K – 471
2024
Q3 		$24.3K Buy
+292
New +$24.1K ﹤0.01% 213

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pacific Capital Wealth Advisors's SHY Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 292 shares — an estimated $24.3K sold.

Pacific Capital Wealth Advisors first reported a position in SHY in Q3 2024 and held it in 1 quarter. The position peaked at $24.3K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 292 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $24.3K.
  • Pacific Capital Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $24.3K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.