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School Employees Retirement Board of Ohio’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

School Employees Retirement Board of Ohio’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
-121,743
Closed -$10.1M – 6
2024
Q3 		$10.1M Buy
+121,743
New +$10M 5.76% 4

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Bank of America
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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

School Employees Retirement Board of Ohio's SHY Position: Q4 2024 in Review

School Employees Retirement Board of Ohio sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 121,743 shares — an estimated $10.1M sold.

School Employees Retirement Board of Ohio first reported a position in SHY in Q3 2024 and held it in 1 quarter. The position peaked at $10.1M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • School Employees Retirement Board of Ohio reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • School Employees Retirement Board of Ohio sold 121,743 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $10.1M.
  • School Employees Retirement Board of Ohio first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • School Employees Retirement Board of Ohio's iShares 1-3 Year Treasury Bond ETF position peaked at $10.1M 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 School Employees Retirement Board of Ohio's 13F filing for Q4 2024, filed 3 Feb 2025.