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ProVise Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ProVise Management Group’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
-28,165
Closed -$2.34M – 287
2024
Q3 		$2.34M Buy
28,165
+22,162
+369% +$1.83M 0.19% 109
2024
Q2 		$490K Buy
+6,003
New +$488K 0.04% 185

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T 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 $1.88B AUM 29.07% 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 $445B AUM 25.58% 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

ProVise Management Group's SHY Position: Q4 2024 in Review

ProVise Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 28,165 shares — an estimated $2.34M sold.

ProVise Management Group first reported a position in SHY in Q2 2024 and held it in 2 quarters. The position peaked at $2.34M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • ProVise Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ProVise Management Group sold 28,165 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.34M.
  • ProVise Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • ProVise Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.34M in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on ProVise Management Group's 13F filing for Q4 2024, filed 11 Feb 2025.