Tiedemann Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tiedemann 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 Q3	$509K	Hold	6,291	–	–	0.02%	166
2023 Q2	$510K	Sell	6,291 -28,097	-82%	-$2.3M	0.02%	156
2023 Q1	$2.83M	Sell	34,388 -91,959	-73%	-$7.5M	0.13%	65
2022 Q4	$10.3M	Buy	126,347 +45,391	+56%	+$3.68M	0.49%	25
2022 Q3	$6.58M	Buy	80,956 +24,236	+43%	+$1.99M	0.4%	31
2022 Q2	$4.7M	Buy	+56,720	New	+$4.71M	0.35%	36

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tiedemann Advisors's SHY Position: Q3 2023 in Review

Tiedemann Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2023 at 6,291 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #166.

Tiedemann Advisors first reported a position in SHY in Q2 2022 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2022. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Tiedemann Advisors held 6,291 shares of iShares 1-3 Year Treasury Bond ETF worth $509K as of Q3 2023.
Tiedemann Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2023.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #166 holding.
Tiedemann Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 6 quarters since.
Tiedemann Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $10.3M in Q4 2022.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.