SMI Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SMI Advisory Services’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	-3,039	Closed	-$251K	–	57
2024 Q3	$251K	Buy	3,039 +16	+0.5%	+$1.32K	0.06%	49
2024 Q2	$247K	Buy	+3,023	New	+$246K	0.06%	52
2024 Q1	–	Sell	-273,946	Closed	-$22.5M	–	69
2023 Q4	$22.5M	Buy	273,946 +270,978	+9,130%	+$22M	5.69%	6
2023 Q3	$240K	Buy	+2,968	New	+$240K	0.09%	39
2023 Q1	$45.5M	Sell	561,083 -1,223	-0.2%	-$99.7K	15.25%	3
2022 Q4	$45.7M	Hold	562,306	–	–	14.8%	2
2022 Q3	$45.7M	Buy	562,306 +22,807	+4%	+$1.88M	14.85%	2
2022 Q2	$44.7M	Buy	+539,499	New	+$44.8M	15.94%	2

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SMI Advisory Services's SHY Position: Q4 2024 in Review

SMI Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 3,039 shares — an estimated $251K sold.

SMI Advisory Services first reported a position in SHY in Q2 2022 and held it in 8 quarters. The position peaked at $45.7M in Q3 2022. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

SMI Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
SMI Advisory Services sold 3,039 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $251K.
SMI Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 8 quarters.
SMI Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $45.7M in Q3 2022.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on SMI Advisory Services's 13F filing for Q4 2024, filed 17 Jan 2025.