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

Accredited 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 		$24.9K Buy
450
+150
+50% +$12.4K 0.02% 190
2025
Q2 		$24.9K Hold
300
– – 0.02% 184
2025
Q1 		$24.8K Hold
300
– – 0.02% 165
2024
Q4 		$24.6K Buy
+300
New +$24.7K 0.02% 182

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

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

Accredited Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 50% in Q3 2025, buying an estimated $12.4K and bringing the position to 450 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #190.

Accredited Wealth Management first reported a position in SHY in Q4 2024 and has held it in 4 quarters since. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Accredited Wealth Management held 450 shares of iShares 1-3 Year Treasury Bond ETF worth $24.9K as of Q3 2025.
  • Accredited Wealth Management bought 150 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $12.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #190 holding.
  • Accredited Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.