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Watts Gwilliam & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Watts Gwilliam & Co’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 		$235K Buy
+2,885
New +$236K 0.07% 155

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

Watts Gwilliam & Co's SHY Position: Q1 2024 in Review

Watts Gwilliam & Co opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024: 2,885 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings.

1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Watts Gwilliam & Co held 2,885 shares of iShares 1-3 Year Treasury Bond ETF worth $235K as of Q1 2024.
  • iShares 1-3 Year Treasury Bond ETF was a new Watts Gwilliam & Co position in Q1 2024.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Watts Gwilliam & Co's portfolio in Q1 2024, its #155 holding.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Watts Gwilliam & Co's 13F filing for Q1 2024, filed 15 May 2024.