PFA
SHY icon

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

Professional Financial 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
2023
Q4 		– Sell
-7,372
Closed -$597K – 96
2023
Q3 		$597K Buy
+7,372
New +$597K 0.27% 63
2022
Q4 		– Sell
-11,684
Closed -$949K – 381
2022
Q3 		$949K Sell
11,684
-15,481
-57% -$1.27M 0.59% 32
2022
Q2 		$2.25M Sell
27,165
-3,935
-13% -$326K 1.26% 15
2022
Q1 		$2.59M Buy
31,100
+16,895
+119% +$1.43M 1.12% 17
2021
Q4 		$1.22M Buy
+14,205
New +$1.22M 0.53% 37
2020
Q1 		– Sell
-3,162
Closed -$268K – 66
2019
Q4 		$268K Buy
+3,162
New +$268K 0.25% 73

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return