BFM
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Boston Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Boston Financial 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
Q4 		$12.3M Buy
149,693
+39,976
+36% +$3.29M 0.37% 66
2024
Q3 		$9.12M Buy
109,717
+17,749
+19% +$1.46M 0.27% 76
2024
Q2 		$7.51M Buy
91,968
+7,521
+9% +$612K 0.24% 82
2024
Q1 		$6.91M Buy
84,447
+3,644
+5% +$298K 0.22% 87
2023
Q4 		$6.63M Sell
80,803
-267
-0.3% -$21.7K 0.22% 84
2023
Q3 		$6.56M Buy
81,070
+207
+0.3% +$16.8K 0.25% 82
2023
Q2 		$6.56M Buy
80,863
+1,158
+1% +$94.7K 0.24% 84
2023
Q1 		$6.55M Buy
79,705
+3,071
+4% +$250K 0.26% 80
2022
Q4 		$6.22M Buy
76,634
+66,375
+647% +$5.39M 0.25% 81
2022
Q3 		$833K Sell
10,259
-36,235
-78% -$2.98M 0.04% 182
2022
Q2 		$3.85M Buy
46,494
+11,977
+35% +$994K 0.17% 91
2022
Q1 		$2.88M Buy
+34,517
New +$2.92M 0.11% 109
2020
Q4 		– Sell
-21,398
Closed -$1.85M – 237
2020
Q3 		$1.85M Sell
21,398
-45
-0.2% -$3.89K 0.09% 98
2020
Q2 		$1.86M Hold
21,443
– – 0.1% 97
2020
Q1 		$1.86M Buy
21,443
+290
+1% +$24.8K 0.12% 98
2019
Q4 		$1.79M Sell
21,153
-68
-0.3% -$5.76K 0.1% 111
2019
Q3 		$1.8M Buy
21,221
+2,460
+13% +$208K 0.1% 115
2019
Q2 		$1.59M Sell
18,761
-8,742
-32% -$736K 0.09% 118
2019
Q1 		$2.31M Sell
27,503
-3,900
-12% -$327K 0.14% 109
2018
Q4 		$2.63M Sell
31,403
-1,630
-5% -$135K 0.18% 104
2018
Q3 		$2.75M Sell
33,033
-1,425
-4% -$119K 0.16% 115
2018
Q2 		$2.87M Sell
34,458
-765
-2% -$63.7K 0.19% 110
2018
Q1 		$2.94M Sell
35,223
-2,956
-8% -$247K 0.2% 117
2017
Q4 		$3.2M Sell
38,179
-2,790
-7% -$235K 0.21% 118
2017
Q3 		$3.46M Buy
+40,969
New +$3.46M 0.25% 115

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Boston Financial Management's SHY Position: Q4 2024 in Review

Boston Financial Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 36% in Q4 2024, buying an estimated $3.29M and bringing the position to 149,693 shares worth $12.3M. The position accounts for 0.37% of the portfolio, ranked #66.

Boston Financial Management first reported a position in SHY in Q3 2017 and has held it in 25 quarters since. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Boston Financial Management held 149,693 shares of iShares 1-3 Year Treasury Bond ETF worth $12.3M as of Q4 2024.
  • Boston Financial Management bought 39,976 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $3.29M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.37% of Boston Financial Management's portfolio in Q4 2024, its #66 holding.
  • Boston Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.