IWS
SHY icon

Insight Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Insight Wealth Strategies’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
-151,717
Closed -$12.6M – 173
2024
Q3 		$12.6M Buy
151,717
+47,470
+46% +$3.92M 1.66% 15
2024
Q2 		$8.51M Buy
104,247
+4,885
+5% +$397K 1.21% 23
2024
Q1 		$8.13M Buy
99,362
+23,054
+30% +$1.89M 1.19% 23
2023
Q4 		$6.26M Buy
76,308
+9,762
+15% +$794K 1.01% 24
2023
Q3 		$5.39M Buy
66,546
+10,180
+18% +$824K 1.04% 21
2023
Q2 		$4.57M Sell
56,366
-171
-0.3% -$14K 0.87% 23
2023
Q1 		$4.65M Sell
56,537
-3,855
-6% -$314K 0.91% 21
2022
Q4 		$4.9M Sell
60,392
-59,057
-49% -$4.79M 0.95% 20
2022
Q3 		$9.89M Hold
119,449
– – 1.84% 18
2022
Q2 		$9.89M Sell
119,449
-840
-0.7% -$69.7K 1.84% 18
2022
Q1 		$10M Sell
120,289
-49,605
-29% -$4.19M 1.48% 21
2021
Q4 		$14.5M Buy
169,894
+164,847
+3,266% +$14.1M 2.07% 17
2021
Q3 		$435K Sell
5,047
-337
-6% -$29.1K 0.06% 146
2021
Q2 		$464K Sell
5,384
-2,194
-29% -$189K 0.07% 144
2021
Q1 		$654K Sell
7,578
-1,620
-18% -$140K 0.09% 130
2020
Q4 		$794K Sell
9,198
-1,832
-17% -$158K 0.13% 90
2020
Q3 		$954K Sell
11,030
-28,384
-72% -$2.46M 0.18% 59
2020
Q2 		$3.41M Buy
+39,414
New +$3.41M 0.76% 23

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

Insight Wealth Strategies's SHY Position: Q4 2024 in Review

Insight Wealth Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 151,717 shares — an estimated $12.6M sold.

Insight Wealth Strategies first reported a position in SHY in Q2 2020 and held it in 18 quarters. The position peaked at $14.5M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Insight Wealth Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 151,717 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $12.6M.
  • Insight Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 18 quarters.
  • Insight Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $14.5M 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 Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.