Destination Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,325
| Closed | -$273K | – | 261 |
|
|
2024
Q4 | $273K | Buy |
+3,325
| New | +$273K | 0.01% | 204 |
|
|
2022
Q3 | – | Sell |
-8,432
| Closed | -$698K | – | 198 |
|
|
2022
Q2 | $698K | Buy |
+8,432
| New | +$700K | 0.03% | 128 |
|
|
2021
Q1 | – | Sell |
-2,516
| Closed | -$217K | – | 180 |
|
|
2020
Q4 | $217K | Buy |
2,516
+189
| +8% | +$16.3K | 0.01% | 157 |
|
|
2020
Q3 | $201K | Sell |
2,327
-50
| -2% | -$4.33K | 0.01% | 141 |
|
|
2020
Q2 | $206K | Sell |
2,377
-61
| -3% | -$5.28K | 0.01% | 143 |
|
|
2020
Q1 | $211K | Buy |
+2,438
| New | +$208K | 0.01% | 158 |
|
|
2019
Q3 | – | Sell |
-1,855
| Closed | -$157K | – | 435 |
|
|
2019
Q2 | $157K | Hold |
1,855
| – | – | 0.01% | 149 |
|
|
2019
Q1 | $156K | Sell |
1,855
-606
| -25% | -$50.7K | 0.01% | 156 |
|
|
2018
Q4 | $206K | Sell |
2,461
-181
| -7% | -$15K | 0.01% | 142 |
|
|
2018
Q3 | $220K | Sell |
2,642
-68
| -3% | -$5.66K | 0.01% | 145 |
|
|
2018
Q2 | $226K | Sell |
2,710
-22,290
| -89% | -$1.86M | 0.01% | 132 |
|
|
2018
Q1 | $1.07M | Buy |
25,000
+21,832
| +689% | +$1.82M | 0.07% | 94 |
|
|
2017
Q4 | $266K | Sell |
3,168
-178
| -5% | -$15K | 0.02% | 140 |
|
|
2017
Q3 | $283K | Buy |
3,346
+142
| +4% | +$12K | 0.02% | 138 |
|
|
2017
Q2 | $271K | Sell |
3,204
-96
| -3% | -$8.12K | 0.02% | 140 |
|
|
2017
Q1 | $279K | Sell |
3,300
-54
| -2% | -$4.56K | 0.02% | 136 |
|
|
2016
Q4 | $283K | Buy |
3,354
+150
| +5% | +$12.7K | 0.02% | 139 |
|
|
2016
Q3 | $272K | Buy |
+3,204
| New | +$273K | 0.02% | 142 |
|
|
2016
Q2 | – | Sell |
-3,856
| Closed | -$325K | – | 164 |
|
|
2016
Q1 | $325K | Hold |
3,856
| – | – | 0.03% | 108 |
|
|
2015
Q4 | $325K | Hold |
3,856
| – | – | 0.03% | 108 |
|
|
2015
Q3 | $328K | Sell |
3,856
-90,624
| -96% | -$7.69M | 0.04% | 104 |
|
|
2015
Q2 | $8.02M | Buy |
94,480
+89,271
| +1,714% | +$7.57M | 0.53% | 50 |
|
|
2015
Q1 | $442K | Sell |
5,209
-4,724
| -48% | -$400K | 0.05% | 81 |
|
|
2014
Q4 | $839K | Sell |
9,933
-316
| -3% | -$26.8K | 0.08% | 61 |
|
|
2014
Q3 | $866K | Sell |
10,249
-370
| -3% | -$31.3K | 0.09% | 65 |
|
|
2014
Q2 | $898K | Buy |
10,619
+441
| +4% | +$37.3K | 0.09% | 67 |
|
|
2014
Q1 | $860K | Sell |
10,178
-113
| -1% | -$9.54K | 0.09% | 68 |
|
|
2013
Q4 | $868K | Buy |
10,291
+1,018
| +11% | +$86K | 0.09% | 66 |
|
|
2013
Q3 | $783K | Buy |
9,273
+4,996
| +117% | +$421K | 0.09% | 63 |
|
|
2013
Q2 | $360K | Buy |
+4,277
| New | +$361K | 0.04% | 79 |
|
Other funds holding SHY
Destination Wealth Management's SHY Position: Q1 2025 in Review
Destination Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 3,325 shares — an estimated $273K sold.
Destination Wealth Management first reported a position in SHY in Q2 2013 and held it in 30 quarters. The position peaked at $8.02M in Q2 2015. 1,170 funds tracked by Wall St. Rank hold SHY as of Q1 2025.
- Destination Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
- Destination Wealth Management sold 3,325 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $273K.
- Destination Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 30 quarters.
- Destination Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.02M in Q2 2015.
- 1,170 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.
Based on Destination Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.