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TrueMark Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TrueMark Investments’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 		– Sell
-3,428
Closed -$285K – 244
2024
Q3 		$285K Buy
3,428
+60
+2% +$4.95K 0.09% 171
2024
Q2 		$275K Buy
+3,368
New +$274K 0.09% 169

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TrueMark Investments's SHY Position: Q4 2024 in Review

TrueMark Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 3,428 shares — an estimated $285K sold.

TrueMark Investments first reported a position in SHY in Q2 2024 and held it in 2 quarters. The position peaked at $285K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • TrueMark Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 3,428 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $285K.
  • TrueMark Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • TrueMark Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $285K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.