AP
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Appleton Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Appleton 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
2024
Q1 		– Sell
-3,521
Closed -$289K – 286
2023
Q4 		$289K Buy
3,521
+344
+11% +$28K 0.02% 251
2023
Q3 		$257K Sell
3,177
-106
-3% -$8.58K 0.02% 259
2023
Q2 		$266K Sell
3,283
-359
-10% -$29.4K 0.02% 264
2023
Q1 		$299K Hold
3,642
– – 0.03% 252
2022
Q4 		$296K Buy
3,642
+505
+16% +$41K 0.03% 256
2022
Q3 		$255K Buy
3,137
+684
+28% +$56.3K 0.03% 258
2022
Q2 		$203K Sell
2,453
-1,234
-33% -$102K 0.02% 290
2022
Q1 		$307K Sell
3,687
-50
-1% -$4.22K 0.03% 256
2021
Q4 		$320K Hold
3,737
– – 0.02% 256
2021
Q3 		$322K Hold
3,737
– – 0.03% 239
2021
Q2 		$322K Sell
3,737
-138
-4% -$11.9K 0.03% 243
2021
Q1 		$334K Sell
3,875
-413
-10% -$35.7K 0.03% 234
2020
Q4 		$370K Buy
4,288
+170
+4% +$14.7K 0.04% 213
2020
Q3 		$356K Sell
4,118
-1,962
-32% -$170K 0.04% 206
2020
Q2 		$527K Buy
6,080
+1,591
+35% +$138K 0.06% 174
2020
Q1 		$389K Buy
4,489
+1,795
+67% +$153K 0.05% 189
2019
Q4 		$228K Sell
2,694
-3
-0.1% -$254 0.03% 278
2019
Q3 		$229K Hold
2,697
– – 0.03% 261
2019
Q2 		$229K Hold
2,697
– – 0.03% 261
2019
Q1 		$227K Sell
2,697
-18
-0.7% -$1.51K 0.03% 248
2018
Q4 		$227K Sell
2,715
-5
-0.2% -$416 0.03% 239
2018
Q3 		$226K Sell
2,720
-8,695
-76% -$723K 0.03% 245
2018
Q2 		$952K Sell
11,415
-120
-1% -$9.99K 0.14% 146
2018
Q1 		$964K Hold
11,535
– – 0.15% 141
2017
Q4 		$967K Hold
11,535
– – 0.15% 137
2017
Q3 		$974K Sell
11,535
-2,865
-20% -$242K 0.16% 132
2017
Q2 		$1.22M Sell
14,400
-7,810
-35% -$660K 0.2% 119
2017
Q1 		$1.88M Buy
+22,210
New +$1.88M 0.35% 80

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Appleton Partners's SHY Position: Q1 2024 in Review

Appleton Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 3,521 shares — an estimated $289K sold.

Appleton Partners first reported a position in SHY in Q1 2017 and held it in 28 quarters. The position peaked at $1.88M in Q1 2017. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Appleton Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Appleton Partners sold 3,521 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $289K.
  • Appleton Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 28 quarters.
  • Appleton Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.88M in Q1 2017.
  • 1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Appleton Partners's 13F filing for Q1 2024, filed 1 Apr 2024.