Aull & Monroe Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aull & Monroe Investment Management’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 Q2	–	Sell	-2,570	Closed	-$210K	–	133
2024 Q1	$210K	Hold	2,570	–	–	0.1%	127
2023 Q4	$211K	Hold	2,570	–	–	0.1%	125
2023 Q3	$208K	Hold	2,570	–	–	0.11%	125
2023 Q2	$208K	Hold	2,570	–	–	0.1%	126
2023 Q1	$211K	Hold	2,570	–	–	0.11%	126
2022 Q4	$209K	Hold	2,570	–	–	0.1%	124
2022 Q3	$209K	Hold	2,570	–	–	0.11%	124
2022 Q2	$213K	Hold	2,570	–	–	0.11%	123
2022 Q1	$214K	Hold	2,570	–	–	0.1%	127
2021 Q4	$220K	Buy	2,570 +20	+0.8%	+$1.72K	0.1%	127
2021 Q3	$220K	Sell	2,550 -120	-4%	-$10.3K	0.11%	125
2021 Q2	$230K	Hold	2,670	–	–	0.11%	126
2021 Q1	$230K	Hold	2,670	–	–	0.11%	123
2020 Q4	$230K	Hold	2,670	–	–	0.12%	118
2020 Q3	$231K	Buy	+2,670	New	+$231K	0.14%	117
2014 Q1	–	Sell	-2,420	Closed	-$204K	–	115
2013 Q4	$204K	Hold	2,420	–	–	0.12%	111
2013 Q3	$204K	Hold	2,420	–	–	0.13%	106
2013 Q2	$204K	Buy	+2,420	New	+$204K	0.14%	101

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aull & Monroe Investment Management's SHY Position: Q2 2024 in Review

Aull & Monroe Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 2,570 shares — an estimated $210K sold.

Aull & Monroe Investment Management first reported a position in SHY in Q2 2013 and held it in 18 quarters. The position peaked at $231K in Q3 2020. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Aull & Monroe Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Aull & Monroe Investment Management sold 2,570 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $210K.
Aull & Monroe Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 18 quarters.
Aull & Monroe Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $231K in Q3 2020.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.