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

Hassell 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 		– Sell
-8,557
Closed -$705K – 29
2024
Q3 		$705K Sell
8,557
-910
-10% -$75.1K 0.3% 21
2024
Q2 		$778K Sell
9,467
-337
-3% -$27.4K 0.35% 21
2024
Q1 		$797K Buy
+9,804
New +$802K 0.51% 16

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 $1.6B AUM 20.7% 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

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

Hassell Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 8,557 shares — an estimated $705K sold.

Hassell Wealth Management first reported a position in SHY in Q1 2024 and held it in 3 quarters. The position peaked at $797K in Q1 2024. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Hassell Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hassell Wealth Management sold 8,557 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $705K.
  • Hassell Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Hassell Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $797K in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Hassell Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.