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

Greenup Street 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 Q2	–	Sell	-79,938	Closed	-$6.54M	–	92
2024 Q1	$6.54M	Sell	79,938 -8,297	-9%	-$679K	1.64%	13
2023 Q4	$7.24M	Sell	88,235 -8,094	-8%	-$658K	2.01%	12
2023 Q3	$7.8M	Sell	96,329 -53,248	-36%	-$4.31M	2.55%	9
2023 Q2	$12.1M	Sell	149,577 -13,305	-8%	-$1.09M	3.31%	7
2023 Q1	$13.4M	Buy	+162,882	New	+$13.3M	4.7%	5

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Greenup Street Wealth Management's SHY Position: Q2 2024 in Review

Greenup Street Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 79,938 shares — an estimated $6.54M sold.

Greenup Street Wealth Management first reported a position in SHY in Q1 2023 and held it in 5 quarters. The position peaked at $13.4M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Greenup Street Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 79,938 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $6.54M.
Greenup Street Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Greenup Street Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $13.4M in Q1 2023.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Greenup Street Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.