LifePro Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LifePro Asset Management’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 Q3	$510K	Buy	6,135 +1,465	+31%	+$121K	0.31%	78
2024 Q2	$381K	Sell	4,670 -738	-14%	-$60K	0.27%	79
2024 Q1	$442K	Buy	+5,408	New	+$443K	0.29%	73
2023 Q2	–	Sell	-4,577	Closed	-$372K	–	132
2023 Q1	$372K	Hold	4,577	–	–	0.27%	73
2022 Q4	$372K	Sell	4,577 -1,112	-20%	-$90.2K	0.27%	73
2022 Q3	$462K	Sell	5,689 -80,836	-93%	-$6.65M	0.27%	46
2022 Q2	$7.16M	Sell	86,525 -45,657	-35%	-$3.79M	3.71%	3
2022 Q1	$11M	Sell	132,182 -15,785	-11%	-$1.33M	3.95%	2
2021 Q4	$12.7M	Buy	147,967 +1,619	+1%	+$139K	3.74%	3
2021 Q3	$12.6M	Sell	146,348 -2,936	-2%	-$253K	3.82%	10
2021 Q2	$12.9M	Buy	149,284 +9,433	+7%	+$814K	3.81%	11
2021 Q1	$12.1M	Buy	139,851 +25,637	+22%	+$2.21M	3.81%	14
2020 Q4	$9.87M	Buy	114,214 +17,605	+18%	+$1.52M	3.06%	15
2020 Q3	$8.36M	Buy	96,609 +15,039	+18%	+$1.3M	4.28%	11
2020 Q2	$7.07M	Buy	+81,570	New	+$7.06M	6.09%	7

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LifePro Asset Management's SHY Position: Q3 2024 in Review

LifePro Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q3 2024, buying an estimated $121K and bringing the position to 6,135 shares worth $510K. The position accounts for 0.31% of the portfolio, ranked #78.

LifePro Asset Management first reported a position in SHY in Q2 2020 and has held it in 15 quarters since. The position peaked at $12.9M in Q2 2021. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

LifePro Asset Management held 6,135 shares of iShares 1-3 Year Treasury Bond ETF worth $510K as of Q3 2024.
LifePro Asset Management bought 1,465 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $121K.
iShares 1-3 Year Treasury Bond ETF made up 0.31% of LifePro Asset Management's portfolio in Q3 2024, its #78 holding.
LifePro Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
LifePro Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $12.9M in Q2 2021.
1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.