Main Street Financial Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Main Street Financial Solutions’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
2023 Q4	–	Sell	-6,796	Closed	-$550K	–	487
2023 Q3	$550K	Sell	6,796 -2,248	-25%	-$182K	0.08%	236
2023 Q2	$733K	Sell	9,044 -14,142	-61%	-$1.16M	0.1%	198
2023 Q1	$1.9M	Sell	23,186 -50,692	-69%	-$4.13M	0.28%	74
2022 Q4	$6M	Buy	73,878 +829	+1%	+$67.3K	0.95%	19
2022 Q3	$5.93M	Buy	73,049 +30,848	+73%	+$2.54M	0.98%	23
2022 Q2	$3.49M	Buy	42,201 +484	+1%	+$40.2K	0.45%	47
2022 Q1	$3.48M	Buy	41,717 +5,968	+17%	+$504K	0.51%	39
2021 Q4	$3.06M	Sell	35,749 -27,942	-44%	-$2.4M	0.43%	49
2021 Q3	$5.49M	Sell	63,691 -4,182	-6%	-$361K	0.84%	23
2021 Q2	$5.85M	Buy	67,873 +44,134	+186%	+$3.81M	0.95%	21
2021 Q1	$2.05M	Buy	23,739 +21,299	+873%	+$1.84M	0.36%	60
2020 Q4	$211K	Buy	+2,440	New	+$211K	0.04%	362

Other funds holding SHY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Main Street Financial Solutions's SHY Position: Q4 2023 in Review

Main Street Financial Solutions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 6,796 shares — an estimated $550K sold.

Main Street Financial Solutions first reported a position in SHY in Q4 2020 and held it in 12 quarters. The position peaked at $6M in Q4 2022. 1,119 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Main Street Financial Solutions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Main Street Financial Solutions sold 6,796 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $550K.
Main Street Financial Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Main Street Financial Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $6M in Q4 2022.
1,119 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Main Street Financial Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.