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

Tradition 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 Q1	–	Sell	-195	Closed	-$16K	–	1043
2023 Q4	$16K	Hold	195	–	–	﹤0.01%	903
2023 Q3	$16K	Hold	195	–	–	﹤0.01%	909
2023 Q2	$16K	Sell	195 -4	-2%	-$327	﹤0.01%	929
2023 Q1	$16K	Sell	199 -13	-6%	-$1.06K	﹤0.01%	884
2022 Q4	$17K	Hold	212	–	–	﹤0.01%	788
2022 Q3	$17K	Hold	212	–	–	﹤0.01%	802
2022 Q2	$18K	Sell	212 -35	-14%	-$2.9K	﹤0.01%	669
2022 Q1	$21K	Sell	247 -187	-43%	-$15.8K	﹤0.01%	705
2021 Q4	$37K	Sell	434 -4	-0.9%	-$343	﹤0.01%	602
2021 Q3	$38K	Sell	438 -14	-3%	-$1.21K	0.01%	583
2021 Q2	$39K	Hold	452	–	–	0.01%	596
2021 Q1	$39K	Sell	452 -159	-26%	-$13.7K	0.01%	487
2020 Q4	$53K	Buy	+611	New	+$52.8K	0.01%	404

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradition Wealth Management's SHY Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 195 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in SHY in Q4 2020 and held it in 13 quarters. The position peaked at $53K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

Tradition Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 195 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $53K in Q4 2020.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.