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WT Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WT Wealth 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
-98,526
Closed -$8.04M – 137
2024
Q2 		$8.04M Sell
98,526
-30,480
-24% -$2.48M 2.74% 7
2024
Q1 		$10.6M Buy
129,006
+22,834
+22% +$1.87M 3.77% 4
2023
Q4 		$8.71M Buy
106,172
+99,991
+1,618% +$8.13M 3.44% 5
2023
Q3 		$500K Sell
6,181
-5,755
-48% -$466K 0.21% 77
2023
Q2 		$968K Sell
11,936
-31,107
-72% -$2.54M 0.4% 72
2023
Q1 		$3.54M Buy
43,043
+20,686
+93% +$1.69M 1.53% 17
2022
Q4 		$1.81M Buy
22,357
+8,003
+56% +$649K 0.88% 32
2022
Q3 		$1.17M Sell
14,354
-450
-3% -$37K 0.59% 54
2022
Q2 		$1.23M Buy
14,804
+6,001
+68% +$498K 0.61% 62
2022
Q1 		$734K Sell
8,803
-3,271
-27% -$276K 0.28% 81
2021
Q4 		$1.03M Sell
12,074
-15
-0.1% -$1.29K 0.38% 74
2021
Q3 		$1.04M Sell
12,089
-600
-5% -$51.7K 0.4% 75
2021
Q2 		$1.09M Sell
12,689
-4,020
-24% -$347K 0.44% 73
2021
Q1 		$1.44M Sell
16,709
-2,165
-11% -$187K 0.67% 45
2020
Q4 		$1.63M Buy
18,874
+15,190
+412% +$1.31M 0.89% 37
2020
Q3 		$318K Buy
+3,684
New +$319K 0.21% 84

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

WT Wealth Management's SHY Position: Q3 2024 in Review

WT Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 98,526 shares — an estimated $8.04M sold.

WT Wealth Management first reported a position in SHY in Q3 2020 and held it in 16 quarters. The position peaked at $10.6M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • WT Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • WT Wealth Management sold 98,526 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $8.04M.
  • WT Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 16 quarters.
  • WT Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $10.6M in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on WT Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.