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Signature Estate & Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Signature Estate & Investment 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
2024
Q3 		– Sell
-4,948
Closed -$404K – 537
2024
Q2 		$404K Buy
4,948
+680
+16% +$55.3K 0.01% 331
2024
Q1 		$349K Sell
4,268
-97
-2% -$7.94K 0.01% 130
2023
Q4 		$358K Buy
4,365
+70
+2% +$5.69K 0.01% 138
2023
Q3 		$348K Hold
4,295
– – 0.01% 138
2023
Q2 		$348K Buy
4,295
+27
+0.6% +$2.21K 0.01% 140
2023
Q1 		$350K Hold
4,268
– – 0.01% 138
2022
Q4 		$347K Hold
4,268
– – 0.01% 144
2022
Q3 		$347K Sell
4,268
-144
-3% -$11.9K 0.02% 124
2022
Q2 		$365K Sell
4,412
-4,243
-49% -$352K 0.02% 125
2022
Q1 		$721K Buy
8,655
+5,740
+197% +$485K 0.03% 103
2021
Q4 		$249K Sell
2,915
-10,291
-78% -$883K 0.01% 151
2021
Q3 		$1.14M Sell
13,206
-2,483
-16% -$214K 0.06% 87
2021
Q2 		$1.35M Buy
15,689
+5,880
+60% +$507K 0.06% 81
2021
Q1 		$846K Buy
+9,809
New +$847K 0.04% 100
2020
Q4 		– Sell
-3,185
Closed -$276K – 160
2020
Q3 		$276K Sell
3,185
-431
-12% -$37.3K 0.02% 130
2020
Q2 		$313K Buy
+3,616
New +$313K 0.02% 119

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Signature Estate & Investment Advisors's SHY Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 4,948 shares — an estimated $404K sold.

Signature Estate & Investment Advisors first reported a position in SHY in Q2 2020 and held it in 16 quarters. The position peaked at $1.35M in Q2 2021. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Signature Estate & Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,948 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $404K.
  • Signature Estate & Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 16 quarters.
  • Signature Estate & Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.35M in Q2 2021.
  • 1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.