Compton Wealth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Compton Wealth Advisory Group’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	-13,933	Closed	-$1.16M	–	111
2024 Q3	$1.16M	Sell	13,933 -299	-2%	-$24.7K	0.29%	57
2024 Q2	$1.16M	Sell	14,232 -7,370	-34%	-$600K	0.31%	53
2024 Q1	$1.77M	Buy	+21,602	New	+$1.77M	0.48%	44
2021 Q2	–	Sell	-5,128	Closed	-$442K	–	75
2021 Q1	$442K	Buy	+5,128	New	+$443K	0.25%	63

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Compton Wealth Advisory Group's SHY Position: Q4 2024 in Review

Compton Wealth Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 13,933 shares — an estimated $1.16M sold.

Compton Wealth Advisory Group first reported a position in SHY in Q1 2021 and held it in 4 quarters. The position peaked at $1.77M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Compton Wealth Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Compton Wealth Advisory Group sold 13,933 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.16M.
Compton Wealth Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
Compton Wealth Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.77M in Q1 2024.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Compton Wealth Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.