RPg Family Wealth Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

RPg Family Wealth Advisory’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	-12,671	Closed	-$1.05M	–	80
2024 Q3	$1.05M	Buy	+12,671	New	+$1.05M	0.34%	64
2022 Q1	–	Sell	-1,119	Closed	-$95.7K	–	352
2021 Q4	$95.7K	Hold	1,119	–	–	0.04%	138
2021 Q3	$96.4K	Hold	1,119	–	–	0.04%	141
2021 Q2	$96.4K	Buy	+1,119	New	+$96.5K	0.04%	146
2020 Q4	$87.5K	Buy	1,013 +5	+0.5%	+$432	0.04%	141
2020 Q3	$87.2K	Sell	1,008 -7	-0.7%	-$606	0.05%	141
2020 Q2	$87.9K	Sell	1,015 -47	-4%	-$4.07K	0.05%	138
2020 Q1	$92K	Buy	+1,062	New	+$90.7K	0.07%	107
2018 Q2	–	Sell	-296	Closed	-$24.7K	–	281
2018 Q1	$24.7K	Hold	296	–	–	0.02%	181
2017 Q4	$24.8K	Sell	296 -740	-71%	-$62.3K	0.02%	189
2017 Q3	$87.5K	Buy	+1,036	New	+$87.6K	0.07%	87

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RPg Family Wealth Advisory's SHY Position: Q4 2024 in Review

RPg Family Wealth Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 12,671 shares — an estimated $1.05M sold.

RPg Family Wealth Advisory first reported a position in SHY in Q3 2017 and held it in 11 quarters. The position peaked at $1.05M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

RPg Family Wealth Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
RPg Family Wealth Advisory sold 12,671 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.05M.
RPg Family Wealth Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and held it in 11 quarters.
RPg Family Wealth Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.05M in Q3 2024.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2024, filed 10 Feb 2025.