Mechanics Financial Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mechanics Financial Corp’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	-1,132	Closed	-$94.1K	–	249
2024 Q3	$94.1K	Hold	1,132	–	–	0.04%	138
2024 Q2	$92.4K	Hold	1,132	–	–	0.05%	141
2024 Q1	$92.6K	Hold	1,132	–	–	0.05%	139
2023 Q4	$92.9K	Hold	1,132	–	–	0.05%	135
2023 Q3	$91.7K	Hold	1,132	–	–	0.05%	132
2023 Q2	$91.8K	Sell	1,132 -3,784	-77%	-$309K	0.05%	136
2023 Q1	$404K	Hold	4,916	–	–	0.24%	76
2022 Q4	$399K	Hold	4,916	–	–	0.24%	76
2022 Q3	$399K	Hold	4,916	–	–	0.26%	70
2022 Q2	$407K	Hold	4,916	–	–	0.24%	72
2022 Q1	$410K	Sell	4,916 -178	-3%	-$15K	0.21%	79
2021 Q4	$436K	Buy	+5,094	New	+$437K	0.21%	76

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

Mechanics Financial Corp's SHY Position: Q4 2024 in Review

Mechanics Financial Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 1,132 shares — an estimated $94.1K sold.

Mechanics Financial Corp first reported a position in SHY in Q4 2021 and held it in 12 quarters. The position peaked at $436K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Mechanics Financial Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Mechanics Financial Corp sold 1,132 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $94.1K.
Mechanics Financial Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
Mechanics Financial Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $436K in Q4 2021.
1,173 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Mechanics Financial Corp's 13F filing for Q4 2024, filed 12 Feb 2025.