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

Nelson 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
-3,025
Closed -$252K – 114
2024
Q3 		$252K Buy
+3,025
New +$250K 0.04% 96
2023
Q4 		– Sell
-2,950
Closed -$239K – 95
2023
Q3 		$239K Sell
2,950
-8
-0.3% -$648 0.06% 87
2023
Q2 		$240K Sell
2,958
-297
-9% -$24.3K 0.06% 86
2023
Q1 		$267K Buy
+3,255
New +$265K 0.08% 79
2022
Q4 		– Sell
-2,572
Closed -$209K – 99
2022
Q3 		$209K Sell
2,572
-395
-13% -$32.5K 0.06% 92
2022
Q2 		$246K Sell
2,967
-3,149
-51% -$261K 0.07% 87
2022
Q1 		$510K Sell
6,116
-4,883
-44% -$413K 0.1% 82
2021
Q4 		$941K Sell
10,999
-6,474
-37% -$555K 0.17% 75
2021
Q3 		$1.5M Sell
17,473
-3,116
-15% -$269K 0.3% 63
2021
Q2 		$1.77M Sell
20,589
-482
-2% -$41.6K 0.36% 56
2021
Q1 		$1.82M Sell
21,071
-3,786
-15% -$327K 0.39% 54
2020
Q4 		$2.15M Sell
24,857
-24,653
-50% -$2.13M 0.46% 50
2020
Q3 		$4.28M Sell
49,510
-913
-2% -$79K 0.75% 43
2020
Q2 		$4.37M Sell
50,423
-149
-0.3% -$12.9K 0.95% 42
2020
Q1 		$4.38M Buy
50,572
+856
+2% +$73.1K 1.18% 36
2019
Q4 		$4.21M Buy
+49,716
New +$4.21M 0.88% 45

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Nelson Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 3,025 shares — an estimated $252K sold.

Nelson Capital Management first reported a position in SHY in Q4 2019 and held it in 16 quarters. The position peaked at $4.38M in Q1 2020. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Nelson Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Nelson Capital Management sold 3,025 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $252K.
  • Nelson Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 16 quarters.
  • Nelson Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.38M in Q1 2020.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Nelson Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.