Shayne & Jacobs LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Shayne & Jacobs LLC’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	-6,310	Closed	-$515K	–	102
2024 Q2	$515K	Hold	6,310	–	–	0.14%	65
2024 Q1	$516K	Sell	6,310 -170	-3%	-$13.9K	0.14%	65
2023 Q4	$532K	Hold	6,480	–	–	0.17%	57
2023 Q3	$525K	Buy	+6,480	New	+$525K	0.17%	58

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Shayne & Jacobs LLC's SHY Position: Q3 2024 in Review

Shayne & Jacobs LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 6,310 shares — an estimated $515K sold.

Shayne & Jacobs LLC first reported a position in SHY in Q3 2023 and held it in 4 quarters. The position peaked at $532K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Shayne & Jacobs LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Shayne & Jacobs LLC sold 6,310 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $515K.
Shayne & Jacobs LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
Shayne & Jacobs LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $532K in Q4 2023.
1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2024, filed 23 Oct 2024.