Parcion Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Parcion Private Wealth’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	-5,930	Closed	-$493K	–	253
2024 Q3	$493K	Buy	+5,930	New	+$489K	0.04%	158
2021 Q1	–	Sell	-5,220	Closed	-$451K	–	200
2020 Q4	$451K	Sell	5,220 -580	-10%	-$50.1K	0.06%	136
2020 Q3	$501K	Sell	5,800 -1,627	-22%	-$141K	0.08%	127
2020 Q2	$643K	Sell	7,427 -478	-6%	-$41.4K	0.11%	109
2020 Q1	$685K	Sell	7,905 -5,253	-40%	-$449K	0.19%	83
2019 Q4	$1.11M	Buy	+13,158	New	+$1.11M	0.24%	69

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

Parcion Private Wealth's SHY Position: Q4 2024 in Review

Parcion Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 5,930 shares — an estimated $493K sold.

Parcion Private Wealth first reported a position in SHY in Q4 2019 and held it in 6 quarters. The position peaked at $1.11M in Q4 2019. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Parcion Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Parcion Private Wealth sold 5,930 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $493K.
Parcion Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
Parcion Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.11M in Q4 2019.
1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Parcion Private Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.