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Thoroughbred Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Thoroughbred Financial 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
Q1 		– Sell
-2,673
Closed -$219K – 579
2023
Q4 		$219K Buy
2,673
+114
+4% +$9.27K 0.02% 549
2023
Q3 		$207K Buy
2,559
+16
+0.6% +$1.3K 0.02% 538
2023
Q2 		$206K Buy
2,543
+15
+0.6% +$1.23K 0.03% 401
2023
Q1 		$207K Buy
2,528
+10
+0.4% +$815 0.03% 387
2022
Q4 		$204K Buy
+2,518
New +$204K 0.03% 371

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

Thoroughbred Financial Services's SHY Position: Q1 2024 in Review

Thoroughbred Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 2,673 shares — an estimated $219K sold.

Thoroughbred Financial Services first reported a position in SHY in Q4 2022 and held it in 5 quarters. The position peaked at $219K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Thoroughbred Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 2,673 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $219K.
  • Thoroughbred Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Thoroughbred Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $219K 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 Thoroughbred Financial Services's 13F filing for Q1 2024, filed 7 May 2024.