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Aspire Private Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aspire Private Capital’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
-21
Closed -$1.75K – 545
2024
Q3 		$1.75K Sell
21
-100
-83% -$8.25K ﹤0.01% 557
2024
Q2 		$9.88K Sell
121
-386
-76% -$31.4K ﹤0.01% 385
2024
Q1 		$41.5K Buy
507
+161
+47% +$13.2K 0.01% 248
2023
Q4 		$28.4K Hold
346
– – 0.01% 272
2023
Q3 		$28K Hold
346
– – 0.01% 278
2023
Q2 		$28.1K Buy
346
+325
+1,548% +$26.6K 0.01% 263
2023
Q1 		$1.73K Hold
21
– – ﹤0.01% 545
2022
Q4 		$1.71K Hold
21
– – ﹤0.01% 532
2022
Q3 		$2K Hold
21
– – ﹤0.01% 527
2022
Q2 		$2K Hold
21
– – ﹤0.01% 508
2022
Q1 		$2K Hold
21
– – ﹤0.01% 513
2021
Q4 		$2K Hold
21
– – ﹤0.01% 540
2021
Q3 		$2K Sell
21
-1,407
-99% -$121K ﹤0.01% 504
2021
Q2 		$123K Buy
1,428
+251
+21% +$21.6K 0.04% 163
2021
Q1 		$102K Sell
1,177
-1,011
-46% -$87.3K 0.04% 184
2020
Q4 		$189K Buy
2,188
+845
+63% +$73K 0.07% 124
2020
Q3 		$116K Buy
+1,343
New +$116K 0.05% 157
2020
Q2 		– Sell
-56
Closed -$5K – 319
2020
Q1 		$5K Sell
56
-15
-21% -$1.28K ﹤0.01% 175
2019
Q4 		$6K Buy
71
+13
+22% +$1.1K ﹤0.01% 296
2019
Q3 		$5K Buy
+58
New +$4.92K ﹤0.01% 286

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aspire Private Capital's SHY Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 21 shares — an estimated $1.75K sold.

Aspire Private Capital first reported a position in SHY in Q3 2019 and held it in 20 quarters. The position peaked at $189K in Q4 2020. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 21 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.75K.
  • Aspire Private Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 20 quarters.
  • Aspire Private Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $189K in Q4 2020.
  • 1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.