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Moisand Fitzgerald Tamayo’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Moisand Fitzgerald Tamayo’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
-195
Closed -$16.2K – 634
2024
Q3 		$16.2K Buy
195
+155
+388% +$12.8K ﹤0.01% 301
2024
Q2 		$3.23K Hold
40
– – ﹤0.01% 440
2024
Q1 		$3.23K Sell
40
-48
-55% -$3.93K ﹤0.01% 441
2023
Q4 		$7.18K Buy
88
+48
+120% +$3.9K ﹤0.01% 379
2023
Q3 		$3.24K Sell
40
-74
-65% -$5.99K ﹤0.01% 489
2023
Q2 		$9.27K Sell
114
-31
-21% -$2.54K ﹤0.01% 328
2023
Q1 		$12K Hold
145
– – ﹤0.01% 313
2022
Q4 		$11.7K Buy
145
+1
+0.7% +$81 ﹤0.01% 296
2022
Q3 		$12K Hold
144
– – ﹤0.01% 272
2022
Q2 		$12K Buy
144
+74
+106% +$6.14K ﹤0.01% 265
2022
Q1 		$6K Sell
70
-74
-51% -$6.25K ﹤0.01% 245
2021
Q4 		$12K Buy
144
+1
+0.7% +$86 ﹤0.01% 245
2021
Q3 		$12K Hold
143
– – ﹤0.01% 240
2021
Q2 		$12K Hold
143
– – ﹤0.01% 252
2021
Q1 		$12K Hold
143
– – 0.01% 203
2020
Q4 		$12K Hold
143
– – 0.01% 201
2020
Q3 		$12K Hold
143
– – 0.01% 182
2020
Q2 		$12K Sell
143
-3
-2% -$260 0.01% 174
2020
Q1 		$13K Buy
146
+1
+0.7% +$85 0.01% 170
2019
Q4 		$12K Hold
145
– – 0.01% 190
2019
Q3 		$12K Buy
145
+33
+29% +$2.8K 0.01% 189
2019
Q2 		$9K Buy
112
+4
+4% +$337 ﹤0.01% 198
2019
Q1 		$9K Hold
108
– – 0.01% 202
2018
Q4 		$9K Buy
108
+9
+9% +$748 0.01% 195
2018
Q3 		$8K Buy
99
+61
+161% +$5.07K ﹤0.01% 222
2018
Q2 		$3K Buy
38
+35
+1,167% +$2.92K ﹤0.01% 247
2018
Q1 		$0 Hold
3
– – ﹤0.01% 336
2017
Q4 		$0 Hold
3
– – ﹤0.01% 311
2017
Q3 		$0 Buy
+3
New +$254 ﹤0.01% 322

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SHY Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 195 shares — an estimated $16.2K sold.

Moisand Fitzgerald Tamayo first reported a position in SHY in Q3 2017 and held it in 29 quarters. The position peaked at $16.2K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 195 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $16.2K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and held it in 29 quarters.
  • Moisand Fitzgerald Tamayo's iShares 1-3 Year Treasury Bond ETF position peaked at $16.2K 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 Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.