TW
SHY icon

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

TrinityPoint Wealth’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
Q4 		$1.24M Buy
15,118
+173
+1% +$14.2K 0.17% 135
2024
Q3 		$1.24M Hold
14,945
– – 0.18% 138
2024
Q2 		$1.22M Hold
14,945
– – 0.19% 122
2024
Q1 		$1.22M Sell
14,945
-612
-4% -$50.1K 0.2% 115
2023
Q4 		$1.28M Sell
15,557
-393
-2% -$31.9K 0.23% 105
2023
Q3 		$1.29M Hold
15,950
– – 0.26% 99
2023
Q2 		$1.29M Sell
15,950
-2,080
-12% -$170K 0.25% 101
2023
Q1 		$1.48M Hold
18,030
– – 0.32% 85
2022
Q4 		$1.46M Sell
18,030
-18,480
-51% -$1.5M 0.33% 80
2022
Q3 		$2.96M Sell
36,510
-2,069
-5% -$170K 0.68% 33
2022
Q2 		$3.19M Hold
38,579
– – 0.71% 35
2022
Q1 		$3.22M Sell
38,579
-770
-2% -$65.1K 0.58% 45
2021
Q4 		$3.37M Sell
39,349
-592
-1% -$50.8K 0.6% 48
2021
Q3 		$3.44M Sell
39,941
-200
-0.5% -$17.2K 0.66% 39
2021
Q2 		$3.46M Sell
40,141
-5,662
-12% -$488K 0.71% 36
2021
Q1 		$3.95M Sell
45,803
-3,993
-8% -$345K 0.92% 24
2020
Q4 		$4.3M Sell
49,796
-48,396
-49% -$4.18M 1.03% 22
2020
Q3 		$8.49M Buy
98,192
+48,888
+99% +$4.23M 2.36% 7
2020
Q2 		$4.27M Buy
49,304
+30,558
+163% +$2.65M 1.35% 11
2020
Q1 		$1.63M Buy
+18,746
New +$1.6M 0.64% 40
2019
Q1 		– Sell
-5,500
Closed -$460K – 188
2018
Q4 		$460K Buy
+5,500
New +$457K 0.28% 94

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

TrinityPoint Wealth's SHY Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q4 2024, buying an estimated $14.2K and bringing the position to 15,118 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #135.

TrinityPoint Wealth first reported a position in SHY in Q4 2018 and has held it in 21 quarters since. The position peaked at $8.49M in Q3 2020. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • TrinityPoint Wealth held 15,118 shares of iShares 1-3 Year Treasury Bond ETF worth $1.24M as of Q4 2024.
  • TrinityPoint Wealth bought 173 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $14.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of TrinityPoint Wealth's portfolio in Q4 2024, its #135 holding.
  • TrinityPoint Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • TrinityPoint Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $8.49M in Q3 2020.
  • 1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.