Catalyst Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Catalyst Financial 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 Q2	–	Sell	-4,911	Closed	-$399K	–	251
2024 Q1	$399K	Buy	4,911 +400	+9%	+$32.7K	0.1%	134
2023 Q4	$370K	Sell	4,511 -924	-17%	-$75.1K	0.1%	134
2023 Q3	$440K	Buy	5,435 +700	+15%	+$56.7K	0.14%	108
2023 Q2	$384K	Buy	4,735 +1,880	+66%	+$154K	0.14%	108
2023 Q1	$235K	Buy	+2,855	New	+$233K	0.1%	157

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

Catalyst Financial Partners's SHY Position: Q2 2024 in Review

Catalyst Financial Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 4,911 shares — an estimated $399K sold.

Catalyst Financial Partners first reported a position in SHY in Q1 2023 and held it in 5 quarters. The position peaked at $440K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Catalyst Financial Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Catalyst Financial Partners sold 4,911 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $399K.
Catalyst Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Catalyst Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $440K in Q3 2023.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Catalyst Financial Partners's 13F filing for Q2 2024, filed 25 Jul 2024.