Turtle Creek Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-155
Closed -$12.7K 214
2024
Q1
$12.7K Sell
155
-2,683
-95% -$220K ﹤0.01% 178
2023
Q4
$233K Buy
+2,838
New +$231K 0.07% 136

Other funds holding SHY

Turtle Creek Wealth Advisors's SHY Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 155 shares — an estimated $12.7K sold.

Turtle Creek Wealth Advisors first reported a position in SHY in Q4 2023 and held it in 2 quarters. The position peaked at $233K in Q4 2023. 1,087 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 155 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $12.7K.
  • Turtle Creek Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $233K in Q4 2023.
  • 1,087 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.