Three Bridge Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Three Bridge Wealth 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
2023 Q4	–	Sell	-3,045	Closed	-$247K	–	99
2023 Q3	$247K	Buy	3,045 +92	+3%	+$7.45K	0.1%	75
2023 Q2	$239K	Buy	+2,953	New	+$241K	0.1%	79

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Three Bridge Wealth Advisors's SHY Position: Q4 2023 in Review

Three Bridge Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 3,045 shares — an estimated $247K sold.

Three Bridge Wealth Advisors first reported a position in SHY in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q3 2023. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Three Bridge Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Three Bridge Wealth Advisors sold 3,045 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $247K.
Three Bridge Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
Three Bridge Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $247K in Q3 2023.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.