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Fort Point Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fort Point Capital 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
Q4 		– Sell
-10,315
Closed -$858K – 320
2024
Q3 		$858K Sell
10,315
-1
-0% -$83 0.11% 129
2024
Q2 		$842K Sell
10,316
-2,368
-19% -$193K 0.11% 135
2024
Q1 		$1.04M Sell
12,684
-34,036
-73% -$2.79M 0.14% 117
2023
Q4 		$3.83M Buy
46,720
+34,346
+278% +$2.79M 0.54% 36
2023
Q3 		$1M Hold
12,374
– – 0.15% 92
2023
Q2 		$1M Hold
12,374
– – 0.14% 94
2023
Q1 		$1.02M Buy
12,374
+9,263
+298% +$755K 0.15% 100
2022
Q4 		$253K Sell
3,111
-691
-18% -$56.1K 0.04% 232
2022
Q3 		$309K Sell
3,802
-5,000
-57% -$411K 0.05% 202
2022
Q2 		$729K Sell
8,802
-28,010
-76% -$2.32M 0.12% 124
2022
Q1 		$3.07M Buy
36,812
+19,821
+117% +$1.68M 0.43% 57
2021
Q4 		$1.45M Buy
16,991
+2,335
+16% +$200K 0.2% 82
2021
Q3 		$1.26M Buy
14,656
+65
+0.4% +$5.6K 0.19% 69
2021
Q2 		$1.26M Buy
+14,591
New +$1.26M 0.23% 60
2020
Q4 		– Sell
-3,066
Closed -$265K – 160
2020
Q3 		$265K Buy
+3,066
New +$265K 0.07% 119
2018
Q3 		– Sell
-14,486
Closed -$1.21M – 165
2018
Q2 		$1.21M Sell
14,486
-44,285
-75% -$3.69M 0.41% 34
2018
Q1 		$4.91M Buy
58,771
+1,011
+2% +$84.5K 1.8% 13
2017
Q4 		$4.84M Buy
+57,760
New +$4.86M 2.26% 9
2017
Q1 		– Sell
-9,585
Closed -$810K – 117
2016
Q4 		$810K Buy
9,585
+5,713
+148% +$484K 0.44% 45
2016
Q3 		$329K Sell
3,872
-7,034
-64% -$598K 0.15% 95
2016
Q2 		$930K Sell
10,906
-29,756
-73% -$2.53M 0.45% 47
2016
Q1 		$3.46M Buy
+40,662
New +$3.45M 1.76% 12

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

Fort Point Capital Partners's SHY Position: Q4 2024 in Review

Fort Point Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 10,315 shares — an estimated $858K sold.

Fort Point Capital Partners first reported a position in SHY in Q1 2016 and held it in 22 quarters. The position peaked at $4.91M in Q1 2018. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Fort Point Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 10,315 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $858K.
  • Fort Point Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 22 quarters.
  • Fort Point Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.91M in Q1 2018.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Fort Point Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.