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Sunbeam Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sunbeam Capital 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
2025
Q1 		– Sell
-4,535
Closed -$372K – 83
2024
Q4 		$372K Buy
+4,535
New +$373K 0.35% 51

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CAPTRUST Financial Advisors
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UBS Group
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Wells Fargo
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Raymond James Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sunbeam Capital Management's SHY Position: Q1 2025 in Review

Sunbeam Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 4,535 shares — an estimated $372K sold.

Sunbeam Capital Management first reported a position in SHY in Q4 2024 and held it in 1 quarter. The position peaked at $372K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Sunbeam Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sunbeam Capital Management sold 4,535 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $372K.
  • Sunbeam Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Sunbeam Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $372K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Sunbeam Capital Management's 13F filing for Q1 2025, filed 6 May 2025.