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Searle & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Searle & Co’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
Q3 		– Sell
-11,500
Closed -$939K – 186
2024
Q2 		$939K Hold
11,500
– – 0.22% 82
2024
Q1 		$940K Hold
11,500
– – 0.24% 78
2023
Q4 		$943K Buy
+11,500
New +$935K 0.26% 73

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Searle & Co's SHY Position: Q3 2024 in Review

Searle & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 11,500 shares — an estimated $939K sold.

Searle & Co first reported a position in SHY in Q4 2023 and held it in 3 quarters. The position peaked at $943K in Q4 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Searle & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Searle & Co sold 11,500 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $939K.
  • Searle & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Searle & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $943K in Q4 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Searle & Co's 13F filing for Q3 2024, filed 22 Oct 2024.