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Alpha Cubed Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alpha Cubed Investments’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 		– Sell
-6,927
Closed -$574K – 313
2025
Q2 		$574K Sell
6,927
-68
-1% -$5.61K 0.02% 167
2025
Q1 		$579K Buy
+6,995
New +$575K 0.03% 157
2022
Q3 		– Sell
-2,582
Closed -$214K – 315
2022
Q2 		$214K Sell
2,582
-1,268
-33% -$105K 0.02% 280
2022
Q1 		$321K Sell
3,850
-1,200
-24% -$101K 0.02% 254
2021
Q4 		$432K Sell
5,050
-42,118
-89% -$3.61M 0.03% 189
2021
Q3 		$4.06M Buy
47,168
+5,625
+14% +$485K 0.31% 68
2021
Q2 		$3.58M Buy
41,543
+336
+0.8% +$29K 0.26% 72
2021
Q1 		$3.55M Sell
41,207
-3,222
-7% -$278K 0.28% 73
2020
Q4 		$3.84M Buy
44,429
+16,808
+61% +$1.45M 0.33% 68
2020
Q3 		$2.39M Buy
27,621
+24,286
+728% +$2.1M 0.23% 75
2020
Q2 		$289K Buy
3,335
+399
+14% +$34.6K 0.03% 171
2020
Q1 		$254K Buy
2,936
+18
+0.6% +$1.54K 0.03% 177
2019
Q4 		$247K Buy
2,918
+140
+5% +$11.9K 0.03% 220
2019
Q3 		$236K Sell
2,778
-292
-10% -$24.7K 0.03% 217
2019
Q2 		$260K Buy
3,070
+42
+1% +$3.54K 0.03% 200
2019
Q1 		$255K Hold
3,028
– – 0.03% 192
2018
Q4 		$253K Sell
3,028
-1,141
-27% -$94.8K 0.04% 172
2018
Q3 		$346K Sell
4,169
-1,789
-30% -$149K 0.04% 210
2018
Q2 		$497K Sell
5,958
-2,676
-31% -$223K 0.06% 127
2018
Q1 		$721K Buy
+8,634
New +$721K 0.09% 106

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Alpha Cubed Investments's SHY Position: Q3 2025 in Review

Alpha Cubed Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 6,927 shares — an estimated $574K sold.

Alpha Cubed Investments first reported a position in SHY in Q1 2018 and held it in 20 quarters. The position peaked at $4.06M in Q3 2021. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Alpha Cubed Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 6,927 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $574K.
  • Alpha Cubed Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 20 quarters.
  • Alpha Cubed Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $4.06M in Q3 2021.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Alpha Cubed Investments's 13F filing for Q3 2025, filed 3 Nov 2025.