VWM
SHY icon

Valley Wealth Managers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Valley Wealth Managers’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
-209
Closed -$17.1K – 399
2024
Q1 		$17.1K Sell
209
-38
-15% -$3.11K ﹤0.01% 249
2023
Q4 		$20.3K Hold
247
– – ﹤0.01% 249
2023
Q3 		$20K Sell
247
-2,149
-90% -$174K ﹤0.01% 255
2023
Q2 		$194K Sell
2,396
-376
-14% -$30.7K 0.02% 165
2023
Q1 		$228K Buy
2,772
+157
+6% +$12.8K 0.02% 160
2022
Q4 		$212K Sell
2,615
-92
-3% -$7.46K 0.02% 160
2022
Q3 		$219K Sell
2,707
-25
-0.9% -$2.06K 0.02% 158
2022
Q2 		$226K Buy
+2,732
New +$227K 0.02% 173

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return