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

Gray 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	$201K	Sell	2,451 -235	-9%	-$19.3K	0.08%	130
2024 Q3	$223K	Hold	2,686	–	–	0.09%	127
2024 Q2	$219K	Hold	2,686	–	–	0.09%	127
2024 Q1	$220K	Hold	2,686	–	–	0.1%	128
2023 Q4	$220K	Sell	2,686 -60	-2%	-$4.88K	0.11%	118
2023 Q3	$222K	Sell	2,746 -494	-15%	-$40K	0.11%	109
2023 Q2	$263K	Hold	3,240	–	–	0.13%	99
2023 Q1	$266K	Buy	3,240 +435	+16%	+$35.5K	0.15%	99
2022 Q4	$228K	Buy	+2,805	New	+$228K	0.13%	103

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Gray Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.7% in Q4 2024, selling an estimated $19.3K and leaving 2,451 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #130.

Gray Wealth Management first reported a position in SHY in Q4 2022 and has held it in 9 quarters since. The position peaked at $266K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Gray Wealth Management held 2,451 shares of iShares 1-3 Year Treasury Bond ETF worth $201K as of Q4 2024.
Gray Wealth Management sold 235 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $19.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Gray Wealth Management's portfolio in Q4 2024, its #130 holding.
Gray Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Gray Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $266K in Q1 2023.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.