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

Semus Wealth Partners’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
Q2 		– Sell
-2,580
Closed -$211K – 132
2024
Q1 		$211K Sell
2,580
-55
-2% -$4.5K 0.18% 119
2023
Q4 		$216K Buy
+2,635
New +$214K 0.18% 117
2023
Q1 		– Sell
-2,527
Closed -$205K – 113
2022
Q4 		$205K Buy
+2,527
New +$205K 0.25% 103

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Semus Wealth Partners's SHY Position: Q2 2024 in Review

Semus Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 2,580 shares — an estimated $211K sold.

Semus Wealth Partners first reported a position in SHY in Q4 2022 and held it in 3 quarters. The position peaked at $216K in Q4 2023. 1,086 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Semus Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 2,580 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $211K.
  • Semus Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Semus Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $216K in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.