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New Potomac Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

New Potomac Partners’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
Q3 		$32K Buy
+385
New +$31.8K 0.02% 129
2021
Q4 		– Sell
-2,390
Closed -$206K – 63
2021
Q3 		$206K Sell
2,390
-400
-14% -$34.5K 0.14% 65
2021
Q2 		$240K Sell
2,790
-315
-10% -$27.2K 0.16% 61
2021
Q1 		$268K Hold
3,105
– – 0.2% 58
2020
Q4 		$268K Sell
3,105
-200
-6% -$17.3K 0.19% 60
2020
Q3 		$286K Buy
3,305
+870
+36% +$75.3K 0.23% 57
2020
Q2 		$211K Buy
2,435
+315
+15% +$27.3K 0.19% 60
2020
Q1 		$184K Sell
2,120
-600
-22% -$51.2K 0.2% 58
2019
Q4 		$230K Buy
2,720
+600
+28% +$50.8K 0.21% 61
2019
Q3 		$180K Buy
2,120
+60
+3% +$5.08K 0.18% 67
2019
Q2 		$175K Sell
2,060
-700
-25% -$58.9K 0.18% 65
2019
Q1 		$232K Sell
2,760
-770
-22% -$64.5K 0.23% 61
2018
Q4 		$295K Buy
3,530
+820
+30% +$68.1K 0.32% 58
2018
Q3 		$225K Buy
2,710
+1,070
+65% +$89K 0.21% 56
2018
Q2 		$137K Buy
1,640
+230
+16% +$19.2K 0.13% 70
2018
Q1 		$118K Buy
1,410
+750
+114% +$62.7K 0.12% 76
2017
Q4 		$55K Buy
+660
New +$55.5K 0.05% 92

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

New Potomac Partners's SHY Position: Q3 2024 in Review

New Potomac Partners opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024: 385 shares worth $32K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in SHY as recently as Q3 2021.

New Potomac Partners first reported a position in SHY in Q4 2017 and has held it in 17 quarters since. The position peaked at $295K in Q4 2018. 1,100 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • New Potomac Partners held 385 shares of iShares 1-3 Year Treasury Bond ETF worth $32K as of Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF was a new New Potomac Partners position in Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of New Potomac Partners's portfolio in Q3 2024, its #129 holding.
  • New Potomac Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 17 quarters since.
  • New Potomac Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $295K in Q4 2018.
  • 1,100 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.