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

WealthSpring 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
2023
Q3 		$254K Buy
3,138
+18
+0.6% +$1.46K 0.19% 63
2023
Q2 		$253K Buy
3,120
+310
+11% +$25.3K 0.18% 62
2023
Q1 		$231K Buy
2,810
+8
+0.3% +$652 0.18% 67
2022
Q4 		$227K Buy
+2,802
New +$227K 0.18% 65

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthSpring Partners's SHY Position: Q3 2023 in Review

WealthSpring Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.58% in Q3 2023, buying an estimated $1.46K and bringing the position to 3,138 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #63.

WealthSpring Partners first reported a position in SHY in Q4 2022 and has held it in 4 quarters since. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • WealthSpring Partners held 3,138 shares of iShares 1-3 Year Treasury Bond ETF worth $254K as of Q3 2023.
  • WealthSpring Partners bought 18 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.46K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.19% of WealthSpring Partners's portfolio in Q3 2023, its #63 holding.
  • WealthSpring Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.