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

Abound 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
Q2 		– Sell
-19
Closed -$1.57K – 1342
2025
Q1 		$1.57K Hold
19
– – ﹤0.01% 723
2024
Q4 		$1.56K Buy
+19
New +$1.56K ﹤0.01% 695
2022
Q2 		– Sell
-105
Closed -$8.75K – 128
2022
Q1 		$8.75K Buy
+105
New +$8.87K 0.01% 92

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Wealth Management's SHY Position: Q2 2025 in Review

Abound Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 19 shares — an estimated $1.57K sold.

Abound Wealth Management first reported a position in SHY in Q1 2022 and held it in 3 quarters. The position peaked at $8.75K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Abound Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 19 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.57K.
  • Abound Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 3 quarters.
  • Abound Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.75K in Q1 2022.
  • 1,183 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.