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Syverson Strege & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Syverson Strege & Co’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
Q1 		– Sell
-7,122
Closed -$584K – 73
2023
Q4 		$584K Buy
7,122
+82
+1% +$6.67K 0.23% 37
2023
Q3 		$570K Buy
7,040
+871
+14% +$70.5K 0.26% 31
2023
Q2 		$500K Buy
6,169
+902
+17% +$73.8K 0.21% 35
2023
Q1 		$433K Sell
5,267
-1,220
-19% -$99.4K 0.18% 41
2022
Q4 		$527K Buy
6,487
+1,085
+20% +$88K 0.24% 36
2022
Q3 		$439K Buy
5,402
+260
+5% +$21.4K 0.22% 40
2022
Q2 		$426K Buy
5,142
+250
+5% +$20.7K 0.16% 44
2022
Q1 		$408K Buy
4,892
+310
+7% +$26.2K 0.44% 39
2021
Q4 		$392K Sell
4,582
-168
-4% -$14.4K 0.29% 46
2021
Q3 		$409K Buy
4,750
+310
+7% +$26.7K 0.33% 44
2021
Q2 		$383K Buy
4,440
+588
+15% +$50.7K 0.34% 43
2021
Q1 		$332K Buy
3,852
+108
+3% +$9.32K 0.35% 41
2020
Q4 		$323K Buy
+3,744
New +$323K 0.31% 44

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Syverson Strege & Co's SHY Position: Q1 2024 in Review

Syverson Strege & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 7,122 shares — an estimated $584K sold.

Syverson Strege & Co first reported a position in SHY in Q4 2020 and held it in 13 quarters. The position peaked at $584K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Syverson Strege & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Syverson Strege & Co sold 7,122 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $584K.
  • Syverson Strege & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
  • Syverson Strege & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $584K in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Syverson Strege & Co's 13F filing for Q1 2024, filed 30 Apr 2024.