EWM
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Executive Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Executive Wealth 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
-2,488
Closed -$207K – 275
2024
Q3 		$207K Buy
+2,488
New +$205K 0.02% 252
2024
Q2 		– Sell
-181,058
Closed -$14.7M – 227
2024
Q1 		$14.7M Buy
181,058
+17,399
+11% +$1.42M 1.29% 20
2023
Q4 		$13.4M Sell
163,659
-4,294
-3% -$349K 1.26% 18
2023
Q3 		$13.6M Sell
167,953
-3,426
-2% -$277K 1.41% 17
2023
Q2 		$13.9M Sell
171,379
-4,944
-3% -$404K 1.44% 16
2023
Q1 		$14.5M Buy
176,323
+14,266
+9% +$1.16M 1.61% 15
2022
Q4 		$13.2M Buy
162,057
+156,199
+2,666% +$12.7M 1.62% 16
2022
Q3 		$5.86K Sell
5,858
-76,862
-93% -$6.33M 0.82% 37
2022
Q2 		$6.85M Buy
82,720
+7,250
+10% +$601K 0.92% 33
2022
Q1 		$6.29M Buy
75,470
+7,615
+11% +$644K 0.68% 52
2021
Q4 		$5.8M Sell
67,855
-62,603
-48% -$5.37M 0.58% 57
2021
Q3 		$11.2M Buy
130,458
+2,960
+2% +$255K 1.24% 20
2021
Q2 		$11M Sell
127,498
-108,783
-46% -$9.38M 1.2% 20
2021
Q1 		$20.4M Sell
236,281
-140,982
-37% -$12.2M 2.39% 9
2020
Q4 		$32.6M Sell
377,263
-64,114
-15% -$5.54M 4.01% 4
2020
Q3 		$38.2M Sell
441,377
-539,656
-55% -$46.7M 5.28% 4
2020
Q2 		$85M Sell
981,033
-242,837
-20% -$21M 12.77% 1
2020
Q1 		$106M Buy
+1,223,870
New +$105M 18.85% 1
2019
Q4 		– Sell
-10,262
Closed -$870K – 163
2019
Q3 		$870K Sell
10,262
-4,103
-29% -$348K 0.13% 94
2019
Q2 		$1.22M Sell
14,365
-26,634
-65% -$2.24M 0.17% 94
2019
Q1 		$3.45M Sell
40,999
-14,238
-26% -$1.19M 0.62% 37
2018
Q4 		$4.62M Buy
+55,237
New +$4.59M 0.81% 16

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 $1.6B AUM 20.7% 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

Executive Wealth Management's SHY Position: Q4 2024 in Review

Executive Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 2,488 shares — an estimated $207K sold.

Executive Wealth Management first reported a position in SHY in Q4 2018 and held it in 22 quarters. The position peaked at $106M in Q1 2020. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Executive Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 2,488 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $207K.
  • Executive Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 22 quarters.
  • Executive Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $106M in Q1 2020.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.