Southland Equity Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Southland Equity 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	-2,779	Closed	-$227K	–	222
2024 Q1	$227K	Sell	2,779 -78	-3%	-$6.38K	0.06%	194
2023 Q4	$234K	Sell	2,857 -2,470	-46%	-$201K	0.07%	173
2023 Q3	$431K	Sell	5,327 -165	-3%	-$13.4K	0.15%	99
2023 Q2	$445K	Sell	5,492 -455	-8%	-$37.2K	0.15%	92
2023 Q1	$489K	Buy	5,947 +286	+5%	+$23.3K	0.19%	86
2022 Q4	$460K	Hold	5,661	–	–	0.18%	85
2022 Q3	$460K	Hold	5,661	–	–	0.23%	77
2022 Q2	$469K	Buy	+5,661	New	+$470K	0.21%	83

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Southland Equity Partners's SHY Position: Q2 2024 in Review

Southland Equity Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 2,779 shares — an estimated $227K sold.

Southland Equity Partners first reported a position in SHY in Q2 2022 and held it in 8 quarters. The position peaked at $489K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Southland Equity Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Southland Equity Partners sold 2,779 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $227K.
Southland Equity Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 8 quarters.
Southland Equity Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $489K in Q1 2023.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.