Wealthstar Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthstar 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 Q2	$13.8M	Buy	+168,944	New	+$13.7M	11.18%	3

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealthstar Advisors's SHY Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024: 168,944 shares worth $13.8M. The stake represents 11.18% of the portfolio and ranks #3 among its holdings.

1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Wealthstar Advisors held 168,944 shares of iShares 1-3 Year Treasury Bond ETF worth $13.8M as of Q2 2024.
iShares 1-3 Year Treasury Bond ETF was a new Wealthstar Advisors position in Q2 2024.
iShares 1-3 Year Treasury Bond ETF made up 11.18% of Wealthstar Advisors's portfolio in Q2 2024, its #3 holding.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.