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

Permit Capital 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
2022
Q1 		$95K Buy
+1,149
New +$97.1K 0.04% 85

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Permit Capital Advisors's SHY Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022: 1,149 shares worth $95K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings.

922 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Permit Capital Advisors held 1,149 shares of iShares 1-3 Year Treasury Bond ETF worth $95K as of Q1 2022.
  • iShares 1-3 Year Treasury Bond ETF was a new Permit Capital Advisors position in Q1 2022.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Permit Capital Advisors's portfolio in Q1 2022, its #85 holding.
  • 922 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.