Steward Partners Investment Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Steward Partners Investment Solutions’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	$281K	Buy	+3,439	New	+$281K	0.05%	211

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

Steward Partners Investment Solutions's SHY Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024: 3,439 shares worth $281K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings.

1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Steward Partners Investment Solutions held 3,439 shares of iShares 1-3 Year Treasury Bond ETF worth $281K as of Q1 2024.
iShares 1-3 Year Treasury Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #211 holding.
1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.