Vanguard Group
SHY icon

Vanguard Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vanguard Group’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 		– Sell
-17,833
Closed -$1.46M – 4478
2023
Q4 		$1.46M Buy
17,833
+208
+1% +$16.9K ﹤0.01% 3711
2023
Q3 		$1.43M Buy
+17,625
New +$1.43M ﹤0.01% 3708

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Vanguard Group's SHY Position: Q1 2024 in Review

Vanguard Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 17,833 shares — an estimated $1.46M sold.

Vanguard Group first reported a position in SHY in Q3 2023 and held it in 2 quarters. The position peaked at $1.46M in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Vanguard Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vanguard Group sold 17,833 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.46M.
  • Vanguard Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Vanguard Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.46M in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Vanguard Group's 13F filing for Q1 2024, filed 10 May 2024.