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Private Portfolio Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Private Portfolio 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
Q4 		$3.83M Buy
46,757
+439
+0.9% +$36.1K 0.7% 29
2024
Q3 		$3.85M Buy
+46,318
New +$3.82M 0.72% 29
2024
Q2 		– Sell
-47,738
Closed -$3.9M – 230
2024
Q1 		$3.9M Sell
47,738
-236
-0.5% -$19.3K 0.81% 28
2023
Q4 		$3.94M Buy
47,974
+1,147
+2% +$93.2K 0.9% 23
2023
Q3 		$3.79M Buy
46,827
+27,182
+138% +$2.2M 0.98% 23
2023
Q2 		$1.59M Sell
19,645
-444
-2% -$36.3K 0.41% 52
2023
Q1 		$1.65M Buy
20,089
+13,504
+205% +$1.1M 0.45% 46
2022
Q4 		$535K Buy
6,585
+394
+6% +$32K 0.14% 132
2022
Q3 		$503K Buy
6,191
+2,068
+50% +$170K 0.14% 132
2022
Q2 		$341K Buy
+4,123
New +$342K 0.1% 176
2022
Q1 		– Sell
-2,609
Closed -$223K – 300
2021
Q4 		$223K Sell
2,609
-14
-0.5% -$1.2K 0.06% 252
2021
Q3 		$226K Sell
2,623
-860
-25% -$74.1K 0.06% 236
2021
Q2 		$300K Sell
3,483
-1,303
-27% -$112K 0.09% 204
2021
Q1 		$413K Sell
4,786
-1,094
-19% -$94.4K 0.13% 147
2020
Q4 		$508K Sell
5,880
-889
-13% -$76.8K 0.18% 112
2020
Q3 		$586K Sell
6,769
-1,712
-20% -$148K 0.24% 92
2020
Q2 		$735K Sell
8,481
-10,082
-54% -$873K 0.34% 70
2020
Q1 		$1.61M Buy
+18,563
New +$1.59M 0.86% 28
2019
Q4 		– Sell
-2,685
Closed -$227K – 212
2019
Q3 		$227K Sell
2,685
-275
-9% -$23.3K 0.11% 175
2019
Q2 		$251K Sell
2,960
-249
-8% -$21K 0.11% 190
2019
Q1 		$270K Buy
+3,209
New +$269K 0.14% 158

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 $1.6B AUM 20.7% 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

Private Portfolio Partners's SHY Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.95% in Q4 2024, buying an estimated $36.1K and bringing the position to 46,757 shares worth $3.83M. The position accounts for 0.7% of the portfolio, ranked #29.

Private Portfolio Partners first reported a position in SHY in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.94M in Q4 2023. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Private Portfolio Partners held 46,757 shares of iShares 1-3 Year Treasury Bond ETF worth $3.83M as of Q4 2024.
  • Private Portfolio Partners bought 439 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $36.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.7% of Private Portfolio Partners's portfolio in Q4 2024, its #29 holding.
  • Private Portfolio Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Private Portfolio Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.94M in Q4 2023.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.