Walkner Condon Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Walkner Condon Financial 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
2024 Q1	–	Sell	-5,360	Closed	-$440K	–	274
2023 Q4	$440K	Buy	5,360 +275	+5%	+$22.4K	0.1%	161
2023 Q3	$412K	Hold	5,085	–	–	0.11%	152
2023 Q2	$412K	Sell	5,085 -3,071	-38%	-$251K	0.11%	149
2023 Q1	$670K	Buy	8,156 +1,237	+18%	+$101K	0.19%	106
2022 Q4	$562K	Buy	6,919 +2,598	+60%	+$211K	0.17%	112
2022 Q3	$351K	Buy	4,321 +91	+2%	+$7.49K	0.11%	148
2022 Q2	$350K	Buy	+4,230	New	+$351K	0.11%	159

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walkner Condon Financial Advisors's SHY Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 5,360 shares — an estimated $440K sold.

Walkner Condon Financial Advisors first reported a position in SHY in Q2 2022 and held it in 7 quarters. The position peaked at $670K in Q1 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Walkner Condon Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 5,360 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $440K.
Walkner Condon Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 7 quarters.
Walkner Condon Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $670K in Q1 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.