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TS Financial Group (TSFG)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TS Financial Group (TSFG)’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
-66
Closed -$5K – 898
2023
Q4 		$5K Buy
+66
New +$5.37K ﹤0.01% 610
2022
Q2 		– Sell
-17
Closed -$1K – 1053
2022
Q1 		$1K Hold
17
– – ﹤0.01% 885
2021
Q4 		$1K Hold
17
– – ﹤0.01% 854
2021
Q3 		$1K Hold
17
– – ﹤0.01% 833
2021
Q2 		$1K Hold
17
– – ﹤0.01% 842
2021
Q1 		$1K Sell
17
-727
-98% -$62.8K ﹤0.01% 734
2020
Q4 		$64K Sell
744
-24
-3% -$2.07K 0.03% 218
2020
Q3 		$66K Sell
768
-33
-4% -$2.85K 0.04% 189
2020
Q2 		$69K Sell
801
-13
-2% -$1.13K 0.05% 170
2020
Q1 		$71K Sell
814
-997
-55% -$85.2K 0.06% 153
2019
Q4 		$153K Hold
1,811
– – 0.11% 104
2019
Q3 		$154K Hold
1,811
– – 0.12% 102
2019
Q2 		$154K Buy
1,811
+1,607
+788% +$135K 0.12% 99
2019
Q1 		$17K Buy
+204
New +$17.1K 0.01% 321

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TS Financial Group (TSFG)'s SHY Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 66 shares — an estimated $5K sold.

TS Financial Group (TSFG) first reported a position in SHY in Q1 2019 and held it in 14 quarters. The position peaked at $154K in Q3 2019. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 66 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $5K.
  • TS Financial Group (TSFG) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 14 quarters.
  • TS Financial Group (TSFG)'s iShares 1-3 Year Treasury Bond ETF position peaked at $154K in Q3 2019.
  • 1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.