Venture Visionary Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Venture Visionary Partners’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 Q3	–	Sell	-2,902	Closed	-$237K	–	580
2024 Q2	$237K	Buy	2,902 +7	+0.2%	+$570	0.01%	498
2024 Q1	$237K	Buy	2,895 +4	+0.1%	+$327	0.01%	495
2023 Q4	$237K	Buy	+2,891	New	+$235K	0.01%	461
2022 Q3	–	Sell	-904	Closed	-$74.9K	–	1352
2022 Q2	$74.9K	Buy	+904	New	+$75K	0.01%	687

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Venture Visionary Partners's SHY Position: Q3 2024 in Review

Venture Visionary Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 2,902 shares — an estimated $237K sold.

Venture Visionary Partners first reported a position in SHY in Q2 2022 and held it in 4 quarters. The position peaked at $237K in Q4 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Venture Visionary Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Venture Visionary Partners sold 2,902 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $237K.
Venture Visionary Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
Venture Visionary Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $237K in Q4 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Venture Visionary Partners's 13F filing for Q3 2024, filed 21 Oct 2024.