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

Almanack Investment 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
2025
Q1 		– Sell
-130,069
Closed -$10.7M – 190
2024
Q4 		$10.7M Buy
130,069
+121,052
+1,342% +$9.95M 1.64% 14
2024
Q3 		$750K Sell
9,017
-87,570
-91% -$7.22M 0.12% 93
2024
Q2 		$7.89M Buy
96,587
+83,192
+621% +$6.77M 1.33% 18
2024
Q1 		$1.1M Sell
13,395
-41,405
-76% -$3.39M 0.19% 69
2023
Q4 		$4.5M Sell
54,800
-11,406
-17% -$927K 0.83% 27
2023
Q3 		$5.36M Buy
66,206
+53,949
+440% +$4.37M 1.04% 17
2023
Q2 		$994K Sell
12,257
-1,322
-10% -$108K 0.17% 63
2023
Q1 		$1.12M Sell
13,579
-28,732
-68% -$2.34M 0.22% 56
2022
Q4 		$3.43M Buy
+42,311
New +$3.43M 0.73% 22
2022
Q3 		– Sell
-21,684
Closed -$1.79M – 913
2022
Q2 		$1.79M Buy
21,684
+1,146
+6% +$95.1K 0.18% 83
2022
Q1 		$1.71M Sell
20,538
-948
-4% -$80.1K 0.15% 103
2021
Q4 		$1.84M Sell
21,486
-304
-1% -$26.1K 0.15% 97
2021
Q3 		$1.88M Buy
+21,790
New +$1.88M 0.17% 97
2021
Q2 		– Sell
-598,152
Closed -$51.6M – 477
2021
Q1 		$51.6M Buy
+598,152
New +$51.6M 5.25% 2
2019
Q3 		– Sell
-6,135
Closed -$520K – 291
2019
Q2 		$520K Sell
6,135
-90
-1% -$7.58K 0.12% 91
2019
Q1 		$524K Sell
6,225
-5,247
-46% -$439K 0.15% 66
2018
Q4 		$959K Sell
11,472
-3,765
-25% -$313K 0.28% 45
2018
Q3 		$1.26M Buy
+15,237
New +$1.27M 0.33% 49
2017
Q2 		– Sell
-1,689
Closed -$143K – 200
2017
Q1 		$143K Sell
1,689
-1,322
-44% -$112K 0.11% 125
2016
Q4 		$254K Buy
+3,011
New +$255K 0.21% 54

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's SHY Position: Q1 2025 in Review

Almanack Investment Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 130,069 shares — an estimated $10.7M sold.

Almanack Investment Partners first reported a position in SHY in Q4 2016 and held it in 20 quarters. The position peaked at $51.6M in Q1 2021. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Almanack Investment Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 130,069 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $10.7M.
  • Almanack Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and held it in 20 quarters.
  • Almanack Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $51.6M in Q1 2021.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.