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Quotient Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quotient Wealth Partners’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
Q2 		– Sell
-4,869
Closed -$398K – 321
2024
Q1 		$398K Sell
4,869
-2,306
-32% -$189K 0.01% 200
2023
Q4 		$589K Buy
+7,175
New +$583K 0.02% 156

Other funds holding SHY

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Quotient Wealth Partners's SHY Position: Q2 2024 in Review

Quotient Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 4,869 shares — an estimated $398K sold.

Quotient Wealth Partners first reported a position in SHY in Q4 2023 and held it in 2 quarters. The position peaked at $589K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Quotient Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 4,869 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $398K.
  • Quotient Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Quotient Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $589K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Quotient Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.