Founders Financial Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,525
| Closed | -$206K | – | 469 |
|
|
2024
Q2 | $206K | Sell |
2,525
-641
| -20% | -$52.2K | 0.02% | 401 |
|
|
2024
Q1 | $259K | Sell |
3,166
-39
| -1% | -$3.19K | 0.03% | 338 |
|
|
2023
Q4 | $263K | Hold |
3,205
| – | – | 0.03% | 320 |
|
|
2023
Q3 | $260K | Sell |
3,205
-58,367
| -95% | -$4.73M | 0.03% | 288 |
|
|
2023
Q2 | $4.99M | Buy |
61,572
+11,225
| +22% | +$918K | 0.66% | 38 |
|
|
2023
Q1 | $4.14M | Buy |
50,347
+8,700
| +21% | +$709K | 0.6% | 42 |
|
|
2022
Q4 | $3.38M | Sell |
41,647
-22,067
| -35% | -$1.79M | 0.53% | 43 |
|
|
2022
Q3 | $5.17M | Sell |
63,714
-6,122
| -9% | -$504K | 0.92% | 21 |
|
|
2022
Q2 | $5.78M | Buy |
69,836
+7,729
| +12% | +$641K | 1.13% | 18 |
|
|
2022
Q1 | $5.18M | Buy |
62,107
+5,223
| +9% | +$441K | 0.92% | 23 |
|
|
2021
Q4 | $4.87M | Buy |
56,884
+16,411
| +41% | +$1.41M | 0.88% | 24 |
|
|
2021
Q3 | $3.49M | Buy |
40,473
+1,923
| +5% | +$166K | 0.7% | 28 |
|
|
2021
Q2 | $3.32M | Buy |
38,550
+3,398
| +10% | +$293K | 0.66% | 29 |
|
|
2021
Q1 | $3.03M | Sell |
35,152
-643
| -2% | -$55.5K | 0.7% | 28 |
|
|
2020
Q4 | $3.09M | Buy |
35,795
+1,491
| +4% | +$129K | 0.74% | 33 |
|
|
2020
Q3 | $2.97M | Buy |
34,304
+6,876
| +25% | +$595K | 0.95% | 26 |
|
|
2020
Q2 | $2.38M | Sell |
27,428
-2,112
| -7% | -$183K | 0.77% | 35 |
|
|
2020
Q1 | $2.56M | Buy |
29,540
+1,643
| +6% | +$140K | 0.95% | 16 |
|
|
2019
Q4 | $2.36M | Buy |
27,897
+2,721
| +11% | +$231K | 0.8% | 33 |
|
|
2019
Q3 | $2.13M | Buy |
25,176
+1,081
| +4% | +$91.6K | 0.68% | 38 |
|
|
2019
Q2 | $2.04M | Sell |
24,095
-78,611
| -77% | -$6.62M | 0.67% | 35 |
|
|
2019
Q1 | $8.64M | Sell |
102,706
-390,681
| -79% | -$32.7M | 2.74% | 13 |
|
|
2018
Q4 | $41.3M | Buy |
493,387
+474,680
| +2,537% | +$39.4M | 14.95% | 1 |
|
|
2018
Q3 | $1.55M | Buy |
18,707
+1,791
| +11% | +$149K | 0.43% | 41 |
|
|
2018
Q2 | $1.41M | Buy |
16,916
+432
| +3% | +$36K | 0.43% | 39 |
|
|
2018
Q1 | $1.38M | Buy |
16,484
+1,553
| +10% | +$130K | 0.45% | 36 |
|
|
2017
Q4 | $1.25M | Buy |
14,931
+92
| +0.6% | +$7.74K | 0.42% | 38 |
|
|
2017
Q3 | $1.25M | Buy |
14,839
+1,068
| +8% | +$90.3K | 0.45% | 34 |
|
|
2017
Q2 | $1.16M | Sell |
13,771
-10,081
| -42% | -$852K | 0.44% | 36 |
|
|
2017
Q1 | $2.02M | Buy |
23,852
+843
| +4% | +$71.2K | 0.77% | 30 |
|
|
2016
Q4 | $1.94M | Buy |
+23,009
| New | +$1.95M | 0.81% | 25 |
|
|
2016
Q3 | – | Sell |
-54,542
| Closed | -$4.65M | – | 94 |
|
|
2016
Q2 | $4.65M | Sell |
54,542
-157,429
| -74% | -$13.4M | 2.13% | 15 |
|
|
2016
Q1 | $18M | Buy |
211,971
+55,778
| +36% | +$4.73M | 8.48% | 2 |
|
|
2015
Q4 | $13.2M | Buy |
156,193
+8,471
| +6% | +$717K | 6.12% | 5 |
|
|
2015
Q3 | $12.6M | Buy |
+147,722
| New | +$12.5M | 6.22% | 3 |
|
Other funds holding SHY
Founders Financial Securities's SHY Position: Q3 2024 in Review
Founders Financial Securities sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 2,525 shares — an estimated $206K sold.
Founders Financial Securities first reported a position in SHY in Q3 2015 and held it in 35 quarters. The position peaked at $41.3M in Q4 2018. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.
- Founders Financial Securities reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
- Founders Financial Securities sold 2,525 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $206K.
- Founders Financial Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 35 quarters.
- Founders Financial Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $41.3M in Q4 2018.
- 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.
Based on Founders Financial Securities's 13F filing for Q3 2024, filed 12 Nov 2024.