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

Straight Path 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
2024 Q4	–	Sell	-3,100	Closed	-$258K	–	99
2024 Q3	$258K	Hold	3,100	–	–	0.11%	81
2024 Q2	$253K	Hold	3,100	–	–	0.13%	76
2024 Q1	$254K	Sell	3,100 -195	-6%	-$16K	0.14%	72
2023 Q4	$270K	Buy	3,295 +150	+5%	+$12.2K	0.16%	73
2023 Q3	$255K	Sell	3,145 -2,330	-43%	-$189K	0.17%	64
2023 Q2	$444K	Sell	5,475 -5,990	-52%	-$490K	0.3%	43
2023 Q1	$942K	Sell	11,465 -225	-2%	-$18.3K	0.75%	20
2022 Q4	$949K	Buy	11,690 +6,090	+109%	+$494K	0.91%	19
2022 Q3	$455K	Hold	5,600	–	–	0.41%	44
2022 Q2	$464K	Buy	+5,600	New	+$465K	0.45%	38

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

Straight Path Wealth Management's SHY Position: Q4 2024 in Review

Straight Path Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 3,100 shares — an estimated $258K sold.

Straight Path Wealth Management first reported a position in SHY in Q2 2022 and held it in 10 quarters. The position peaked at $949K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Straight Path Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Straight Path Wealth Management sold 3,100 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $258K.
Straight Path Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
Straight Path Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $949K in Q4 2022.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Straight Path Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.