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Fischer Investment Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fischer Investment Strategies’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
-3,704
Closed -$308K – 38
2024
Q3 		$308K Buy
+3,704
New +$306K 0.27% 27

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 $1.88B AUM 29.07% 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

Fischer Investment Strategies's SHY Position: Q4 2024 in Review

Fischer Investment Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 3,704 shares — an estimated $308K sold.

Fischer Investment Strategies first reported a position in SHY in Q3 2024 and held it in 1 quarter. The position peaked at $308K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Fischer Investment Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Fischer Investment Strategies sold 3,704 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $308K.
  • Fischer Investment Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Fischer Investment Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $308K in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Fischer Investment Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.