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Silverleafe Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Silverleafe Capital 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
-13,642
Closed -$1.12M – 82
2024
Q1 		$1.12M Sell
13,642
-418
-3% -$34.2K 0.45% 33
2023
Q4 		$1.15M Buy
14,060
+11,098
+375% +$902K 0.55% 24
2023
Q3 		$240K Buy
2,962
+1
+0% +$81 0.12% 44
2023
Q2 		$240K Hold
2,961
– – 0.15% 46
2023
Q1 		$243K Hold
2,961
– – 0.16% 48
2022
Q4 		$240K Sell
2,961
-561
-16% -$45.5K 0.16% 47
2022
Q3 		$286K Hold
3,522
– – 0.18% 49
2022
Q2 		$292K Sell
3,522
-16
-0.5% -$1.33K 0.17% 48
2022
Q1 		$295K Sell
3,538
-612
-15% -$51.7K 0.13% 54
2021
Q4 		$355K Sell
4,150
-564
-12% -$48.4K 0.13% 66
2021
Q3 		$406K Sell
4,714
-55
-1% -$4.74K 0.16% 60
2021
Q2 		$411K Sell
4,769
-37
-0.8% -$3.19K 0.16% 64
2021
Q1 		$415K Sell
4,806
-665
-12% -$57.4K 0.17% 68
2020
Q4 		$473K Sell
5,471
-70
-1% -$6.05K 0.21% 55
2020
Q3 		$479K Buy
5,541
+1
+0% +$87 0.24% 47
2020
Q2 		$480K Buy
5,540
+495
+10% +$42.9K 0.33% 38
2020
Q1 		$437K Buy
5,045
+1
+0% +$85 0.52% 19
2019
Q4 		$427K Buy
+5,044
New +$427K 0.24% 51

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 $49B AUM 17.78% 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 $374B AUM 17.66% 1-Year Est. Return

Silverleafe Capital Partners's SHY Position: Q2 2024 in Review

Silverleafe Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 13,642 shares — an estimated $1.12M sold.

Silverleafe Capital Partners first reported a position in SHY in Q4 2019 and held it in 18 quarters. The position peaked at $1.15M in Q4 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Silverleafe Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Silverleafe Capital Partners sold 13,642 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.12M.
  • Silverleafe Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 18 quarters.
  • Silverleafe Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.15M in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Silverleafe Capital Partners's 13F filing for Q2 2024, filed 24 Jul 2024.