Pecaut & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pecaut & Co’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
2023 Q4	–	Sell	-1,484	Closed	-$120K	–	96
2023 Q3	$120K	Hold	1,484	–	–	0.05%	80
2023 Q2	$120K	Sell	1,484 -246	-14%	-$20.1K	0.05%	83
2023 Q1	$142K	Sell	1,730 -36	-2%	-$2.94K	0.06%	84
2022 Q4	$143K	Sell	1,766 -8	-0.5%	-$649	0.07%	82
2022 Q3	$144K	Buy	+1,774	New	+$146K	0.08%	77
2022 Q2	–	Sell	-290	Closed	-$24K	–	107
2022 Q1	$24K	Buy	+290	New	+$24.5K	0.01%	90
2020 Q3	–	Sell	-1,127	Closed	-$98K	–	63
2020 Q2	$98K	Hold	1,127	–	–	0.08%	55
2020 Q1	$98K	Hold	1,127	–	–	0.09%	52
2019 Q4	$95K	Sell	1,127 -323	-22%	-$27.4K	0.06%	58
2019 Q3	$123K	Buy	1,450 +935	+182%	+$79.2K	0.09%	59
2019 Q2	$44K	Buy	+515	New	+$43.4K	0.03%	66

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pecaut & Co's SHY Position: Q4 2023 in Review

Pecaut & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 1,484 shares — an estimated $120K sold.

Pecaut & Co first reported a position in SHY in Q2 2019 and held it in 11 quarters. The position peaked at $144K in Q3 2022. 1,120 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

Pecaut & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Pecaut & Co sold 1,484 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $120K.
Pecaut & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and held it in 11 quarters.
Pecaut & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $144K in Q3 2022.
1,120 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Pecaut & Co's 13F filing for Q4 2023, filed 7 Feb 2024.