1858 Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

1858 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
2025 Q3	$3.47M	Buy	+41,884	New	+$3.46M	2.44%	12

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1858 Wealth Management's SHY Position: Q3 2025 in Review

1858 Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025: 41,884 shares worth $3.47M. The stake represents 2.44% of the portfolio and ranks #12 among its holdings.

1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

1858 Wealth Management held 41,884 shares of iShares 1-3 Year Treasury Bond ETF worth $3.47M as of Q3 2025.
iShares 1-3 Year Treasury Bond ETF was a new 1858 Wealth Management position in Q3 2025.
iShares 1-3 Year Treasury Bond ETF made up 2.44% of 1858 Wealth Management's portfolio in Q3 2025, its #12 holding.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.