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Eschler Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eschler Asset 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 		– Sell
-7,500
Closed -$624K – 75
2024
Q3 		$624K Buy
+7,500
New +$619K 0.93% 37

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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

Eschler Asset Management's SHY Position: Q4 2024 in Review

Eschler Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 7,500 shares — an estimated $624K sold.

Eschler Asset Management first reported a position in SHY in Q3 2024 and held it in 1 quarter. The position peaked at $624K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Eschler Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Eschler Asset Management sold 7,500 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $624K.
  • Eschler Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Eschler Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $624K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Eschler Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.