BlueDrive Global Investors LLP SHY — ISHARES TR

Ownership history in BlueDrive Global Investors LLP  ·  4 quarters on record

AI Ownership Summary

BlueDrive Global Investors LLP reported ISHARES TR (SHY) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 12.79% in 2024 Q3. The latest visible filing shows SHY at 12.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueDrive Global Investors LLP's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

SHY was reported at 12.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.79% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHY stock page BlueDrive Global Investors LLP fund profile BlueDrive Global Investors LLP full holdings
How BlueDrive Global Investors LLP held SHY — position size vs. price
% of Fund (quarterly)    SHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED — — — 131,408 — 0% 12.79% $10.9M 2024-11-14 (Est.) $77.21
2024 Q2 ADDED — — — 131,408 +95,882 +269.9% 12.25% $10.7M 2024-07-22 $76.17
2024 Q1 UNCHANGED — — — 35,526 — 0% 4.85% $2.9M 2024-04-22 $74.77
2023 Q4 INITIATED — — — 35,526 — — 5.11% $2.9M 2024-01-19 $74.83

🏢 Other funds also holding SHY

As of 2026 Q1 — sorted by position size

PineBridge Investments Asia Ltd 78.12% CRITERIA CAIXA, S.A.U. 50.24% Transmarket Holdings LP 29.63% Santa Clara Valley Transportation Authority 22.63% McElhenny Sheffield Capital Management, LLC 3Y 21.8% SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 20.62% GenWealth Group, Inc. 3Y 7Y 14.07% Innova Wealth Partners 3Y 12.43% Birchcreek Wealth Management, LLC 3Y 11.63% TFC Financial Management, Inc. 3Y 10.08%

FAQ About BlueDrive Global Investors LLP and SHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BlueDrive Global Investors LLP reported owning SHY?

BlueDrive Global Investors LLP reported SHY across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported SHY position in BlueDrive Global Investors LLP's portfolio?

The largest reported portfolio weight for SHY was 12.79% in 2024 Q3.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2024 Q3, when BlueDrive Global Investors LLP reported 131,408 shares, equal to 12.79% of portfolio, with an estimated market value of $10.9M.

What does the chart on this SHY ownership page compare?

The chart compares BlueDrive Global Investors LLP's quarterly SHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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