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

Sugarloaf 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 		$267K Sell
3,253
-334
-9% -$27.5K 0.05% 136
2024
Q3 		$298K Buy
3,587
+6
+0.2% +$495 0.06% 120
2024
Q2 		$292K Sell
3,581
-4,916
-58% -$400K 0.06% 115
2024
Q1 		$695K Sell
8,497
-2
-0% -$164 0.14% 68
2023
Q4 		$697K Sell
8,499
-7,619
-47% -$619K 0.17% 66
2023
Q3 		$1.31M Sell
16,118
-2,045
-11% -$166K 0.33% 43
2023
Q2 		$1.47M Buy
18,163
+5
+0% +$409 0.34% 39
2023
Q1 		$1.49M Sell
18,158
-1,454
-7% -$119K 0.37% 38
2022
Q4 		$1.59M Buy
19,612
+9,283
+90% +$753K 0.4% 35
2022
Q3 		$1.59M Buy
10,329
+7,005
+211% +$577K 0.41% 38
2022
Q2 		$275K Buy
3,324
+3,005
+942% +$249K 0.07% 102
2022
Q1 		$27K Hold
319
– – 0.01% 367
2021
Q4 		$27K Hold
319
– – 0.01% 383
2021
Q3 		$27K Hold
319
– – 0.01% 366
2021
Q2 		$27K Sell
319
-2,925
-90% -$252K 0.01% 371
2021
Q1 		$27 Sell
3,244
-2,371
-42% -$205K 0.01% 359
2020
Q4 		$485K Buy
5,615
+5,180
+1,191% +$448K 0.16% 68
2020
Q3 		$38K Hold
435
– – 0.01% 264
2020
Q2 		$38K Buy
435
+1
+0.2% +$87 0.01% 276
2020
Q1 		$38K Buy
434
+1
+0.2% +$85 0.02% 249
2019
Q4 		$37K Buy
+433
New +$36.7K 0.02% 281

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Sugarloaf Wealth Management's SHY Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.3% in Q4 2024, selling an estimated $27.5K and leaving 3,253 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #136.

Sugarloaf Wealth Management first reported a position in SHY in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.59M in Q4 2022. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Sugarloaf Wealth Management held 3,253 shares of iShares 1-3 Year Treasury Bond ETF worth $267K as of Q4 2024.
  • Sugarloaf Wealth Management sold 334 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $27.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #136 holding.
  • Sugarloaf Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.59M 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 Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.