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Kiely Wealth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kiely Wealth Advisory Group’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 		$14.2K Hold
173
– – 0.01% 178
2024
Q3 		$14.2K Hold
173
– – 0.01% 179
2024
Q2 		$14.3K Buy
+173
New +$14.1K 0.01% 162

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

Kiely Wealth Advisory Group's SHY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2024 at 173 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #178.

Kiely Wealth Advisory Group first reported a position in SHY in Q2 2024 and has held it in 3 quarters since. The position peaked at $14.3K in Q2 2024. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Kiely Wealth Advisory Group held 173 shares of iShares 1-3 Year Treasury Bond ETF worth $14.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #178 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $14.3K in Q2 2024.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.