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

Alaska Wealth 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 Q4	–	Sell	-1,167	Closed	-$97K	–	93
2024 Q3	$97K	Sell	1,167 -60	-5%	-$4.95K	0.01%	87
2024 Q2	$100K	Hold	1,227	–	–	0.02%	81
2024 Q1	$100K	Sell	1,227 -64	-5%	-$5.24K	0.02%	81
2023 Q4	$106K	Hold	1,291	–	–	0.02%	78
2023 Q3	$105K	Sell	1,291 -53	-4%	-$4.29K	0.02%	73
2023 Q2	$109K	Hold	1,344	–	–	0.02%	75
2023 Q1	$110K	Buy	+1,344	New	+$110K	0.02%	67

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Alaska Wealth Advisors's SHY Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 1,167 shares — an estimated $97K sold.

Alaska Wealth Advisors first reported a position in SHY in Q1 2023 and held it in 7 quarters. The position peaked at $110K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 1,167 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $97K.
Alaska Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $110K in Q1 2023.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.