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Apeiron RIA’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Apeiron RIA’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
Q1 		– Sell
-2,816
Closed -$231K – 218
2023
Q4 		$231K Sell
2,816
-768
-21% -$62.4K 0.07% 182
2023
Q3 		$290K Buy
3,584
+323
+10% +$26.2K 0.1% 152
2023
Q2 		$264K Hold
3,261
– – 0.09% 165
2023
Q1 		$268K Buy
3,261
+20
+0.6% +$1.63K 0.09% 167
2022
Q4 		$263K Buy
3,241
+46
+1% +$3.73K 0.1% 159
2022
Q3 		$259K Sell
3,195
-33,938
-91% -$2.79M 0.12% 143
2022
Q2 		$307 Buy
37,133
+17,681
+91% +$1.47M 0.09% 89
2022
Q1 		$1.62M Buy
19,452
+9,866
+103% +$834K 0.77% 31
2021
Q4 		$820K Buy
+9,586
New +$822K 0.34% 60

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apeiron RIA's SHY Position: Q1 2024 in Review

Apeiron RIA sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 2,816 shares — an estimated $231K sold.

Apeiron RIA first reported a position in SHY in Q4 2021 and held it in 9 quarters. The position peaked at $1.62M in Q1 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Apeiron RIA reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Apeiron RIA sold 2,816 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $231K.
  • Apeiron RIA first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
  • Apeiron RIA's iShares 1-3 Year Treasury Bond ETF position peaked at $1.62M in Q1 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Apeiron RIA's 13F filing for Q1 2024, filed 15 Apr 2024.