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 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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.9% 1-Year Est. Return

Valley Wealth Managers's SHY Position: Q2 2024 in Review

Valley Wealth Managers sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 209 shares — an estimated $17.1K sold.

Valley Wealth Managers first reported a position in SHY in Q2 2022 and held it in 8 quarters. The position peaked at $228K in Q1 2023. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Valley Wealth Managers reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 209 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $17.1K.
Valley Wealth Managers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 8 quarters.
Valley Wealth Managers's iShares 1-3 Year Treasury Bond ETF position peaked at $228K in Q1 2023.
1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.