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

Main Street 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	–	Sell	-113	Closed	-$9.37K	–	813
2024 Q3	$9.37K	Hold	113	–	–	﹤0.01%	505
2024 Q2	$9.16K	Hold	113	–	–	﹤0.01%	531
2024 Q1	$9.17K	Buy	113 +1	+0.9%	+$82	﹤0.01%	560
2023 Q4	$9.24K	Buy	+112	New	+$9.1K	﹤0.01%	824

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Street Group's SHY Position: Q4 2024 in Review

Main Street Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 113 shares — an estimated $9.37K sold.

Main Street Group first reported a position in SHY in Q4 2023 and held it in 4 quarters. The position peaked at $9.37K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Main Street Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Main Street Group sold 113 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $9.37K.
Main Street Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
Main Street Group's iShares 1-3 Year Treasury Bond ETF position peaked at $9.37K in Q3 2024.
1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Main Street Group's 13F filing for Q4 2024, filed 14 Feb 2025.