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Householder Group Estate & Retirement Specialist’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,110
Closed -$258K – 1105
2024
Q3 		$258K Buy
3,110
+17
+0.5% +$1.4K 0.08% 211
2024
Q2 		$252K Sell
3,093
-1,646
-35% -$134K 0.07% 215
2024
Q1 		$388K Sell
4,739
-13
-0.3% -$1.06K 0.12% 159
2023
Q4 		$389K Sell
4,752
-266
-5% -$21.6K 0.13% 151
2023
Q3 		$406K Buy
+5,018
New +$406K 0.15% 130
2023
Q1 		$1.05M Buy
+12,800
New +$1.04M 0.4% 54
2022
Q4 		– Sell
-12,771
Closed -$1.04M – 986
2022
Q3 		$1.04M Sell
12,771
-1,303
-9% -$107K 0.43% 51
2022
Q2 		$1.17M Sell
14,074
-2,453
-15% -$203K 0.52% 44
2022
Q1 		$1.38M Sell
16,527
-2,252
-12% -$190K 0.56% 44
2021
Q4 		$1.61M Buy
+18,779
New +$1.61M 0.6% 40

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Householder Group Estate & Retirement Specialist's SHY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 3,110 shares — an estimated $258K sold.

Householder Group Estate & Retirement Specialist first reported a position in SHY in Q4 2021 and held it in 10 quarters. The position peaked at $1.61M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,110 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $258K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
  • Householder Group Estate & Retirement Specialist's iShares 1-3 Year Treasury Bond ETF position peaked at $1.61M in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.