SFMG Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,499
| Closed | -$451K | – | 294 |
|
|
2023
Q4 | $451K | Hold |
5,499
| – | – | 0.04% | 150 |
|
|
2023
Q3 | $445K | Hold |
5,499
| – | – | 0.05% | 139 |
|
|
2023
Q2 | $446K | Sell |
5,499
-1,180
| -18% | -$96.5K | 0.05% | 139 |
|
|
2023
Q1 | $549K | Sell |
6,679
-23,722
| -78% | -$1.93M | 0.06% | 124 |
|
|
2022
Q4 | $2.47M | Sell |
30,401
-3,725
| -11% | -$302K | 0.27% | 57 |
|
|
2022
Q3 | $2.77M | Hold |
34,126
| – | – | 0.32% | 41 |
|
|
2022
Q2 | $2.83M | Sell |
34,126
-367
| -1% | -$30.4K | 0.33% | 43 |
|
|
2022
Q1 | $2.88M | Sell |
34,493
-12,010
| -26% | -$1.01M | 0.28% | 49 |
|
|
2021
Q4 | $3.98M | Hold |
46,503
| – | – | 0.39% | 37 |
|
|
2021
Q3 | $4.01M | Sell |
46,503
-326
| -0.7% | -$28.1K | 0.44% | 29 |
|
|
2021
Q2 | $4.04M | Sell |
46,829
-4,173
| -8% | -$360K | 0.45% | 27 |
|
|
2021
Q1 | $4.4M | Sell |
51,002
-6,786
| -12% | -$586K | 0.51% | 24 |
|
|
2020
Q4 | $4.99M | Sell |
57,788
-3,036
| -5% | -$262K | 0.63% | 22 |
|
|
2020
Q3 | $5.26M | Sell |
60,824
-133,873
| -69% | -$11.6M | 0.73% | 21 |
|
|
2020
Q2 | $16.9M | Sell |
194,697
-740,756
| -79% | -$64.2M | 2.4% | 12 |
|
|
2020
Q1 | $81.1M | Buy |
+935,453
| New | +$79.9M | 12.16% | 3 |
|
|
2019
Q1 | – | Sell |
-41,073
| Closed | -$3.43M | – | 151 |
|
|
2018
Q4 | $3.43M | Buy |
+41,073
| New | +$3.41M | 0.56% | 18 |
|
|
2018
Q3 | – | Sell |
-3,099
| Closed | -$258K | – | 155 |
|
|
2018
Q2 | $258K | Buy |
+3,099
| New | +$258K | 0.04% | 116 |
|
|
2017
Q4 | – | Sell |
-59,091
| Closed | -$4.99M | – | 153 |
|
|
2017
Q3 | $4.99M | Sell |
59,091
-11,978
| -17% | -$1.01M | 0.98% | 12 |
|
|
2017
Q2 | $6M | Sell |
71,069
-765
| -1% | -$64.7K | 1.25% | 12 |
|
|
2017
Q1 | $6.07M | Buy |
+71,834
| New | +$6.07M | 1.23% | 12 |
|
|
2016
Q3 | – | Sell |
-4,808
| Closed | -$410K | – | 114 |
|
|
2016
Q2 | $410K | Sell |
4,808
-30,973
| -87% | -$2.63M | 0.09% | 73 |
|
|
2016
Q1 | $3.04M | Buy |
+35,781
| New | +$3.03M | 0.67% | 19 |
|
|
2015
Q4 | – | Sell |
-31,619
| Closed | -$2.69M | – | 121 |
|
|
2015
Q3 | $2.69M | Buy |
+31,619
| New | +$2.68M | 0.65% | 18 |
|
|
2015
Q2 | – | Sell |
-3,160
| Closed | -$268K | – | 159 |
|
|
2015
Q1 | $268K | Buy |
+3,160
| New | +$268K | 0.02% | 142 |
|
|
2013
Q3 | – | Sell |
-5,007
| Closed | -$422K | – | 74 |
|
|
2013
Q2 | $422K | Buy |
+5,007
| New | +$423K | 0.17% | 44 |
|
Other funds holding SHY
BL
SFMG Wealth Advisors's SHY Position: Q1 2024 in Review
SFMG Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 5,499 shares — an estimated $451K sold.
SFMG Wealth Advisors first reported a position in SHY in Q2 2013 and held it in 26 quarters. The position peaked at $81.1M in Q1 2020. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2024.
- SFMG Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
- SFMG Wealth Advisors sold 5,499 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $451K.
- SFMG Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 26 quarters.
- SFMG Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $81.1M in Q1 2020.
- 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.
Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.