Starfox Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Starfox Financial Services’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	$13.6M	Buy	167,363 +14,505	+9%	+$1.19M	11.52%	3
2023 Q4	$12.5M	Buy	152,858 +13,949	+10%	+$1.13M	11.6%	3
2023 Q3	$11.3M	Buy	138,909 +6,582	+5%	+$533K	12.2%	3
2023 Q2	$10.7M	Buy	132,327 +555	+0.4%	+$45.4K	11.05%	4
2023 Q1	$10.8M	Buy	131,772 +2,008	+2%	+$164K	11.25%	4
2022 Q4	$10.5M	Buy	129,764 +1,648	+1%	+$134K	10.51%	4
2022 Q3	$10.4M	Sell	128,116 -1,505	-1%	-$124K	10.15%	4
2022 Q2	$10.8M	Hold	129,621	–	–	8.52%	5
2022 Q1	$10.8M	Sell	129,621 -4,669	-3%	-$395K	8.52%	5
2021 Q4	$11.4M	Buy	+134,290	New	+$11.5M	9.95%	5

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Starfox Financial Services's SHY Position: Q1 2024 in Review

Starfox Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.5% in Q1 2024, buying an estimated $1.19M and bringing the position to 167,363 shares worth $13.6M. The position accounts for 11.52% of the portfolio, ranked #3.

Starfox Financial Services first reported a position in SHY in Q4 2021 and has held it in 10 quarters since. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Starfox Financial Services held 167,363 shares of iShares 1-3 Year Treasury Bond ETF worth $13.6M as of Q1 2024.
Starfox Financial Services bought 14,505 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.19M.
iShares 1-3 Year Treasury Bond ETF made up 11.52% of Starfox Financial Services's portfolio in Q1 2024, its #3 holding.
Starfox Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.