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TruNorth Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TruNorth Capital 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
Q3 		– Sell
-30
Closed -$2.45K – 424
2024
Q2 		$2.45K Buy
+30
New +$2.44K ﹤0.01% 313

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UBS Group
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TruNorth Capital Management's SHY Position: Q3 2024 in Review

TruNorth Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 30 shares — an estimated $2.45K sold.

TruNorth Capital Management first reported a position in SHY in Q2 2024 and held it in 1 quarter. The position peaked at $2.45K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • TruNorth Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 30 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.45K.
  • TruNorth Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • TruNorth Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.45K in Q2 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on TruNorth Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.