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Transcendent Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Transcendent Capital Group’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
-100
Closed -$8.2K – 352
2024
Q4 		$8.2K Hold
100
– – ﹤0.01% 357
2024
Q3 		$8.31K Hold
100
– – ﹤0.01% 371
2024
Q2 		$8.16K Sell
100
-102
-50% -$8.3K ﹤0.01% 335
2024
Q1 		$16.5K Hold
202
– – 0.01% 282
2023
Q4 		$16.6K Buy
+202
New +$16.4K 0.01% 228

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Transcendent Capital Group's SHY Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 100 shares — an estimated $8.2K sold.

Transcendent Capital Group first reported a position in SHY in Q4 2023 and held it in 5 quarters. The position peaked at $16.6K in Q4 2023. 1,170 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 100 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $8.2K.
  • Transcendent Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $16.6K in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.