Rockbridge Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rockbridge Investment Management’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 Q1	–	Sell	-17	Closed	-$1.4K	–	525
2023 Q4	$1.4K	Buy	+17	New	+$1.38K	﹤0.01%	575
2022 Q3	–	Sell	-17	Closed	-$1.41K	–	504
2022 Q2	$1.41K	Hold	17	–	–	﹤0.01%	562
2022 Q1	$1.41K	Sell	17 -1,200	-99%	-$101K	﹤0.01%	716
2021 Q4	$104K	Buy	1,217 +1,200	+7,059%	+$103K	0.02%	254
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	722
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	713
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	695
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	670
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	627
2020 Q2	$1K	Buy	+17	New	+$1.47K	﹤0.01%	603

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockbridge Investment Management's SHY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 17 shares — an estimated $1.4K sold.

Rockbridge Investment Management first reported a position in SHY in Q2 2020 and held it in 10 quarters. The position peaked at $104K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 17 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.4K.
Rockbridge Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $104K in Q4 2021.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.