B
SHY icon

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

Bellecapital’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
-5,251
Closed -$437K – 171
2024
Q3 		$437K Sell
5,251
-5,420
-51% -$447K 0.09% 100
2024
Q2 		$871K Hold
10,671
– – 0.18% 74
2024
Q1 		$873K Sell
10,671
-200
-2% -$16.4K 0.19% 75
2023
Q4 		$892K Sell
10,871
-3,600
-25% -$293K 0.2% 70
2023
Q3 		$1.17M Hold
14,471
– – 0.29% 60
2023
Q2 		$1.17M Hold
14,471
– – 0.28% 64
2023
Q1 		$1.19M Hold
14,471
– – 0.3% 67
2022
Q4 		$1.17M Hold
14,471
– – 0.33% 61
2022
Q3 		$1.18M Hold
14,471
– – 0.36% 56
2022
Q2 		$1.2M Hold
14,471
– – 0.33% 59
2022
Q1 		$1.21M Hold
14,471
– – 0.38% 58
2021
Q4 		$1.24M Buy
14,471
+188
+1% +$16.1K 0.35% 60
2021
Q3 		$1.23M Hold
14,283
– – 0.38% 58
2021
Q2 		$1.23M Hold
14,283
– – 0.37% 56
2021
Q1 		$1.23M Hold
14,283
– – 0.38% 54
2020
Q4 		$1.23M Sell
14,283
-600
-4% -$51.8K 0.41% 52
2020
Q3 		$1.29M Buy
14,883
+4,350
+41% +$376K 0.59% 40
2020
Q2 		$912K Hold
10,533
– – 0.43% 52
2020
Q1 		$913K Hold
10,533
– – 0.58% 42
2019
Q4 		$891K Buy
10,533
+4,500
+75% +$381K 0.46% 47
2019
Q3 		$512K Buy
6,033
+1,170
+24% +$99.2K 0.31% 70
2019
Q2 		$412K Buy
4,863
+200
+4% +$16.8K 0.26% 81
2019
Q1 		$392K Buy
4,663
+1,410
+43% +$118K 0.25% 75
2018
Q4 		$272K Hold
3,253
– – 0.19% 82
2018
Q3 		$270K Buy
+3,253
New +$271K 0.18% 73

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

Bellecapital's SHY Position: Q4 2024 in Review

Bellecapital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 5,251 shares — an estimated $437K sold.

Bellecapital first reported a position in SHY in Q3 2018 and held it in 25 quarters. The position peaked at $1.29M in Q3 2020. 1,173 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Bellecapital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bellecapital sold 5,251 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $437K.
  • Bellecapital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 25 quarters.
  • Bellecapital's iShares 1-3 Year Treasury Bond ETF position peaked at $1.29M in Q3 2020.
  • 1,173 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Bellecapital's 13F filing for Q4 2024, filed 6 Feb 2025.