ZC
SHY icon

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

Zeit 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
Q3 		– Sell
-1,735
Closed -$142K – 29
2024
Q2 		$142K Hold
1,735
– – 0.12% 21
2024
Q1 		$142K Hold
1,735
– – 0.11% 21
2023
Q4 		$142K Hold
1,735
– – 0.12% 23
2023
Q3 		$140K Hold
1,735
– – 0.13% 21
2023
Q2 		$141K Hold
1,735
– – 0.13% 22
2023
Q1 		$143K Hold
1,735
– – 0.13% 22
2022
Q4 		$141K Buy
+1,735
New +$141K 0.14% 24

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

Zeit Capital's SHY Position: Q3 2024 in Review

Zeit Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 1,735 shares — an estimated $142K sold.

Zeit Capital first reported a position in SHY in Q4 2022 and held it in 7 quarters. The position peaked at $143K in Q1 2023. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Zeit Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Zeit Capital sold 1,735 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $142K.
  • Zeit Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
  • Zeit Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $143K in Q1 2023.
  • 1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Zeit Capital's 13F filing for Q3 2024, filed 10 Oct 2024.