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

Visionary Wealth Advisors’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	-19,271	Closed	-$1.6M	–	558
2024 Q3	$1.6M	Buy	19,271 +2,488	+15%	+$205K	0.1%	198
2024 Q2	$1.37M	Sell	16,783 -11,469	-41%	-$933K	0.09%	214
2024 Q1	$2.31M	Buy	+28,252	New	+$2.31M	0.16%	156
2023 Q3	–	Sell	-22,304	Closed	-$1.81M	–	474
2023 Q2	$1.81M	Sell	22,304 -108,877	-83%	-$8.9M	0.14%	150
2023 Q1	$10.8M	Sell	131,181 -109,906	-46%	-$8.96M	0.91%	22
2022 Q4	$19.6M	Buy	+241,087	New	+$19.6M	1.81%	10
2022 Q2	–	Sell	-14,961	Closed	-$1.25M	–	470
2022 Q1	$1.25M	Buy	+14,961	New	+$1.26M	0.1%	163

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Visionary Wealth Advisors's SHY Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 19,271 shares — an estimated $1.6M sold.

Visionary Wealth Advisors first reported a position in SHY in Q1 2022 and held it in 7 quarters. The position peaked at $19.6M in Q4 2022. 1,173 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Visionary Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 19,271 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.6M.
Visionary Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Visionary Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $19.6M in Q4 2022.
1,173 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

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