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

Westwind Capital’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	-6,355	Closed	-$528K	–	52
2024 Q3	$528K	Sell	6,355 -49,376	-89%	-$4.07M	0.13%	32
2024 Q2	$590K	Buy	55,731 +49,023	+731%	+$3.99M	0.15%	29
2024 Q1	$549K	Buy	6,708 +1,146	+21%	+$93.8K	0.14%	29
2023 Q4	$456K	Buy	5,562 +1,291	+30%	+$105K	0.12%	29
2023 Q3	$346K	Buy	4,271 +268	+7%	+$21.7K	0.11%	27
2023 Q2	$325K	Buy	4,003 +1,475	+58%	+$121K	0.09%	28
2023 Q1	$208K	Buy	+2,528	New	+$206K	0.07%	28

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

Westwind Capital's SHY Position: Q4 2024 in Review

Westwind Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 6,355 shares — an estimated $528K sold.

Westwind Capital first reported a position in SHY in Q1 2023 and held it in 7 quarters. The position peaked at $590K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Westwind Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Westwind Capital sold 6,355 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $528K.
Westwind Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Westwind Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $590K in Q2 2024.
1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Westwind Capital's 13F filing for Q4 2024, filed 7 Jan 2025.