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

Sanctuary Wealth Management’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 		$36.2K Sell
441
-231,745
-100% -$19.1M 0.02% 105
2024
Q3 		$19.3M Buy
232,186
+40,988
+21% +$3.38M 13.8% 1
2024
Q2 		$15.6M Buy
191,198
+191,030
+113,708% +$15.5M 11.82% 2
2024
Q1 		$13.7K Sell
168
-17
-9% -$1.39K 0.01% 139
2023
Q4 		$15.2K Sell
185
-139,912
-100% -$11.4M 0.01% 133
2023
Q3 		$11.3M Buy
+140,097
New +$11.3M 12.37% 3
2022
Q4 		$37.7M Buy
464,805
+14,865
+3% +$1.21M 44% 1
2022
Q3 		$36.5M Buy
+449,940
New +$37M 47.37% 1
2018
Q3 		– Sell
-5,561
Closed -$464K – 22
2018
Q2 		$464K Sell
5,561
-3,000
-35% -$250K 0.4% 13
2018
Q1 		$715K Sell
8,561
-399
-4% -$33.3K 0.6% 9
2017
Q4 		$751K Buy
+8,960
New +$754K 0.68% 8

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

Sanctuary Wealth Management's SHY Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 100% in Q4 2024, selling an estimated $19.1M and leaving 441 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #105.

Sanctuary Wealth Management first reported a position in SHY in Q4 2017 and has held it in 11 quarters since. The position peaked at $37.7M in Q4 2022. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Sanctuary Wealth Management held 441 shares of iShares 1-3 Year Treasury Bond ETF worth $36.2K as of Q4 2024.
  • Sanctuary Wealth Management sold 231,745 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $19.1M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #105 holding.
  • Sanctuary Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 11 quarters since.
  • Sanctuary Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $37.7M 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 Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.