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

Sheets Smith 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
2023
Q4 		– Sell
-286
Closed -$23.2K – 469
2023
Q3 		$23.2K Buy
+286
New +$23.2K ﹤0.01% 428
2020
Q4 		– Sell
-2,428
Closed -$210K – 342
2020
Q3 		$210K Buy
2,428
+4
+0.2% +$346 0.04% 279
2020
Q2 		$210K Buy
2,424
+7
+0.3% +$606 0.04% 241
2020
Q1 		$209K Buy
+2,417
New +$206K 0.04% 254

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheets Smith Wealth Management's SHY Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2023, closing a stake of 286 shares — an estimated $23.2K sold.

Sheets Smith Wealth Management first reported a position in SHY in Q1 2020 and held it in 4 quarters. The position peaked at $210K in Q3 2020. 1,120 funds tracked by Wall St. Rank hold SHY as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 286 iShares 1-3 Year Treasury Bond ETF shares in Q4 2023, an estimated $23.2K.
  • Sheets Smith Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
  • Sheets Smith Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $210K in Q3 2020.
  • 1,120 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.