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

Rede 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
-2,450
Closed -$204K – 106
2024
Q3 		$204K Sell
2,450
-90
-4% -$7.42K 0.08% 104
2024
Q2 		$207K Sell
2,540
-130
-5% -$10.6K 0.19% 96
2024
Q1 		$218K Buy
+2,670
New +$219K 0.09% 95
2023
Q3 		– Sell
-3,543
Closed -$287K – 93
2023
Q2 		$287K Buy
+3,543
New +$290K 0.14% 75
2023
Q1 		– Sell
-3,479
Closed -$1.96M – 94
2022
Q4 		$1.96M Sell
3,479
-1,218
-26% -$98.8K 1.05% 14
2022
Q3 		$381K Sell
4,697
-688
-13% -$56.6K 0.23% 55
2022
Q2 		$446K Sell
5,385
-7,043
-57% -$584K 0.26% 50
2022
Q1 		$1.04M Buy
12,428
+878
+8% +$74.2K 0.49% 24
2021
Q4 		$987K Buy
11,550
+391
+4% +$33.5K 0.5% 30
2021
Q3 		$961K Buy
11,159
+3,193
+40% +$275K 0.51% 30
2021
Q2 		$686K Buy
7,966
+4,634
+139% +$400K 0.37% 38
2021
Q1 		$287K Buy
+3,332
New +$288K 0.17% 84

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

Rede Wealth's SHY Position: Q4 2024 in Review

Rede Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 2,450 shares — an estimated $204K sold.

Rede Wealth first reported a position in SHY in Q1 2021 and held it in 12 quarters. The position peaked at $1.96M in Q4 2022. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Rede Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rede Wealth sold 2,450 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $204K.
  • Rede Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 12 quarters.
  • Rede Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.96M in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Rede Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.