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

Abich Financial 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 		$6.39K Buy
+77
New +$6.37K ﹤0.01% 493
2024
Q3 		– Sell
-244
Closed -$19.9K – 775
2024
Q2 		$19.9K Buy
+244
New +$19.9K 0.01% 218

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's SHY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025: 77 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SHY as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SHY in Q2 2024 and has held it in 2 quarters since. The position peaked at $19.9K in Q2 2024. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Abich Financial Wealth Management held 77 shares of iShares 1-3 Year Treasury Bond ETF worth $6.39K as of Q3 2025.
  • iShares 1-3 Year Treasury Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #493 holding.
  • Abich Financial Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $19.9K in Q2 2024.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.