KPP Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,453
Closed -$201K 252
2024
Q1
$201K Buy
+2,453
New +$201K 0.06% 231
2023
Q4
Sell
-2,883
Closed -$233K 199
2023
Q3
$233K Buy
+2,883
New +$233K 0.08% 182

Other funds holding SHY

KPP Advisory Services's SHY Position: Q2 2024 in Review

KPP Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 2,453 shares — an estimated $201K sold.

KPP Advisory Services first reported a position in SHY in Q3 2023 and held it in 2 quarters. The position peaked at $233K in Q3 2023. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • KPP Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • KPP Advisory Services sold 2,453 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $201K.
  • KPP Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • KPP Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $233K in Q3 2023.
  • 1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on KPP Advisory Services's 13F filing for Q2 2024, filed 27 Aug 2024.