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

AllSquare 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	$270K	Hold	3,250	–	–	0.14%	93
2025 Q2	$269K	Hold	3,250	–	–	0.15%	89
2025 Q1	$269K	Hold	3,250	–	–	0.16%	84
2024 Q4	$266K	Hold	3,250	–	–	0.15%	85
2024 Q3	$270K	Hold	3,250	–	–	0.15%	86
2024 Q2	$265K	Hold	3,250	–	–	0.16%	85
2024 Q1	$266K	Hold	3,250	–	–	0.16%	86
2023 Q4	$267K	Hold	3,250	–	–	0.16%	85
2023 Q3	$263K	Hold	3,250	–	–	0.17%	80
2023 Q2	$265K	Hold	3,250	–	–	0.17%	81
2023 Q1	$267K	Hold	3,250	–	–	0.17%	80
2022 Q4	$264K	Hold	3,250	–	–	0.18%	75
2022 Q3	$264K	Hold	3,250	–	–	0.19%	71
2022 Q2	$269K	Hold	3,250	–	–	0.18%	76
2022 Q1	$271K	Hold	3,250	–	–	0.16%	84
2021 Q4	$278K	Hold	3,250	–	–	0.16%	78
2021 Q3	$280K	Hold	3,250	–	–	0.17%	76
2021 Q2	$280K	Hold	3,250	–	–	0.16%	81
2021 Q1	$280K	Hold	3,250	–	–	0.17%	74
2020 Q4	$281K	Hold	3,250	–	–	0.19%	63
2020 Q3	$281K	Hold	3,250	–	–	0.2%	58
2020 Q2	$281K	Hold	3,250	–	–	0.21%	58
2020 Q1	$282K	Hold	3,250	–	–	0.25%	51
2019 Q4	$275K	Hold	3,250	–	–	0.19%	70
2019 Q3	$276K	Hold	3,250	–	–	0.2%	67
2019 Q2	$276K	Hold	3,250	–	–	0.21%	65
2019 Q1	$273K	Hold	3,250	–	–	0.21%	63
2018 Q4	$272K	Hold	3,250	–	–	0.22%	55
2018 Q3	$270K	Hold	3,250	–	–	0.2%	62
2018 Q2	$271K	Hold	3,250	–	–	0.2%	59
2018 Q1	$272K	Hold	3,250	–	–	0.22%	55
2017 Q4	$273K	Hold	3,250	–	–	0.22%	54
2017 Q3	$274K	Buy	+3,250	New	+$275K	0.22%	55
2017 Q2	–	Sell	-3,250	Closed	-$275K	–	329
2017 Q1	$275K	Hold	3,250	–	–	0.24%	54
2016 Q4	$274K	Hold	3,250	–	–	0.25%	49
2016 Q3	$276K	Hold	3,250	–	–	0.27%	45
2016 Q2	$277K	Hold	3,250	–	–	0.28%	41
2016 Q1	$276K	Hold	3,250	–	–	0.27%	43
2015 Q4	$274K	Hold	3,250	–	–	0.28%	45
2015 Q3	$276K	Hold	3,250	–	–	0.28%	33
2015 Q2	$276K	Hold	3,250	–	–	0.26%	42
2015 Q1	$276K	Hold	3,250	–	–	0.26%	40
2014 Q4	$274K	Buy	+3,250	New	+$275K	0.27%	38

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 $3.66B AUM 25.21% 1-Year Est. Return

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

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

AllSquare Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2025 at 3,250 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #93.

AllSquare Wealth Management first reported a position in SHY in Q4 2014 and has held it in 43 quarters since. The position peaked at $282K in Q1 2020. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

AllSquare Wealth Management held 3,250 shares of iShares 1-3 Year Treasury Bond ETF worth $270K as of Q3 2025.
AllSquare Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.14% of AllSquare Wealth Management's portfolio in Q3 2025, its #93 holding.
AllSquare Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 43 quarters since.
AllSquare Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $282K in Q1 2020.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.