Mainstay Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mainstay Capital 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 Q4	–	Sell	-6,984	Closed	-$581K	–	114
2024 Q3	$581K	Buy	6,984 +3	+0%	+$248	0.1%	63
2024 Q2	$570K	Sell	6,981 -21,960	-76%	-$1.79M	0.1%	64
2024 Q1	$2.37M	Sell	28,941 -1,009	-3%	-$82.6K	0.45%	12
2023 Q4	$2.46M	Sell	29,950 -5,051	-14%	-$411K	0.47%	9
2023 Q3	$2.83M	Sell	35,001 -5,425	-13%	-$439K	0.6%	8
2023 Q2	$3.28M	Sell	40,426 -349	-0.9%	-$28.5K	0.59%	9
2023 Q1	$3.35M	Buy	40,775 +214	+0.5%	+$17.4K	0.66%	9
2022 Q4	$3.29M	Buy	40,561 +10,309	+34%	+$836K	0.73%	13
2022 Q3	$2.46M	Buy	+30,252	New	+$2.49M	0.62%	13

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Mainstay Capital Management's SHY Position: Q4 2024 in Review

Mainstay Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 6,984 shares — an estimated $581K sold.

Mainstay Capital Management first reported a position in SHY in Q3 2022 and held it in 9 quarters. The position peaked at $3.35M in Q1 2023. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Mainstay Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Mainstay Capital Management sold 6,984 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $581K.
Mainstay Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 9 quarters.
Mainstay Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.35M in Q1 2023.
1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Mainstay Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.