FAS Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

FAS Wealth 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 Q3	–	Sell	-3	Closed	-$272	–	454
2024 Q2	$272	Hold	3	–	–	﹤0.01%	433
2024 Q1	$270	Sell	3 -28	-90%	-$2.29K	﹤0.01%	442
2023 Q4	$2.57K	Sell	31 -501	-94%	-$40.7K	﹤0.01%	414
2023 Q3	$43.1K	Sell	532 -1	-0.2%	-$81	﹤0.01%	331
2023 Q2	$43.2K	Buy	533 +9	+2%	+$736	0.01%	317
2023 Q1	$43.1K	Buy	524 +2	+0.4%	+$163	﹤0.01%	340
2022 Q4	$42.4K	Buy	+522	New	+$42.4K	﹤0.01%	334

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

FAS Wealth Partners's SHY Position: Q3 2024 in Review

FAS Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 3 shares — an estimated $272 sold.

FAS Wealth Partners first reported a position in SHY in Q4 2022 and held it in 7 quarters. The position peaked at $43.2K in Q2 2023. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

FAS Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
FAS Wealth Partners sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $272.
FAS Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
FAS Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $43.2K in Q2 2023.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on FAS Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.