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

Passive 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 Q2	–	Sell	-2,753	Closed	-$225K	–	67
2024 Q1	$225K	Hold	2,753	–	–	0.09%	53
2023 Q4	$226K	Buy	2,753 +1	+0%	+$81	0.09%	53
2023 Q3	$223K	Buy	2,752 +1	+0%	+$81	0.1%	51
2023 Q2	$223K	Sell	2,751 -2,296	-45%	-$188K	0.09%	50
2023 Q1	$415K	Hold	5,047	–	–	0.18%	39
2022 Q4	$410K	Buy	5,047 +148	+3%	+$12K	0.19%	38
2022 Q3	$398K	Sell	4,899 -4,467	-48%	-$368K	0.21%	35
2022 Q2	$775K	Hold	9,366	–	–	0.39%	25
2022 Q1	$781K	Buy	9,366 +355	+4%	+$30K	0.42%	25
2021 Q4	$771K	Buy	+9,011	New	+$773K	0.44%	27

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Passive Capital Management's SHY Position: Q2 2024 in Review

Passive Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 2,753 shares — an estimated $225K sold.

Passive Capital Management first reported a position in SHY in Q4 2021 and held it in 10 quarters. The position peaked at $781K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

Passive Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Passive Capital Management sold 2,753 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $225K.
Passive Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Passive Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $781K in Q1 2022.
1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Passive Capital Management's 13F filing for Q2 2024, filed 25 Sep 2024.