HB
SHY icon

HTLF Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HTLF Bank’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 		$6.32M Sell
77,112
-1,922
-2% -$158K 0.71% 34
2024
Q3 		$6.57M Sell
79,034
-7,166
-8% -$591K 0.71% 36
2024
Q2 		$7.04M Sell
86,200
-4,385
-5% -$357K 0.8% 31
2024
Q1 		$7.41M Sell
90,585
-96,025
-51% -$7.86M 0.85% 29
2023
Q4 		$15.3M Buy
+186,610
New +$15.2M 1.8% 12

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

HTLF Bank's SHY Position: Q4 2024 in Review

HTLF Bank reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.4% in Q4 2024, selling an estimated $158K and leaving 77,112 shares worth $6.32M. The position accounts for 0.71% of the portfolio, ranked #34.

HTLF Bank first reported a position in SHY in Q4 2023 and has held it in 5 quarters since. The position peaked at $15.3M in Q4 2023. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • HTLF Bank held 77,112 shares of iShares 1-3 Year Treasury Bond ETF worth $6.32M as of Q4 2024.
  • HTLF Bank sold 1,922 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $158K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.71% of HTLF Bank's portfolio in Q4 2024, its #34 holding.
  • HTLF Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $15.3M in Q4 2023.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.