AF
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Apexium Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Apexium Financial’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 		$565K Sell
6,805
-1,672
-20% -$138K 0.03% 178
2025
Q2 		$702K Sell
8,477
-94
-1% -$7.76K 0.04% 157
2025
Q1 		$709K Sell
8,571
-30
-0.3% -$2.47K 0.04% 146
2024
Q4 		$705K Sell
8,601
-1,378
-14% -$113K 0.04% 135
2024
Q3 		$830K Sell
9,979
-2,461
-20% -$203K 0.05% 107
2024
Q2 		$1.02M Sell
12,440
-1,239
-9% -$101K 0.07% 89
2024
Q1 		$1.12M Sell
13,679
-137
-1% -$11.2K 0.08% 86
2023
Q4 		$1.13M Sell
13,816
-8,728
-39% -$709K 0.08% 107
2023
Q3 		$1.83M Sell
22,544
-2,439
-10% -$198K 0.18% 55
2023
Q2 		$2.03M Buy
24,983
+54
+0.2% +$4.42K 0.18% 54
2023
Q1 		$2.05M Sell
24,929
-144
-0.6% -$11.7K 0.2% 52
2022
Q4 		$2.04M Sell
25,073
-4,004
-14% -$325K 0.21% 51
2022
Q3 		$2.36M Buy
29,077
+22,332
+331% +$1.84M 0.29% 45
2022
Q2 		$558K Sell
6,745
-128
-2% -$10.6K 0.32% 51
2022
Q1 		$582K Sell
6,873
-316
-4% -$26.7K 0.31% 45
2021
Q4 		$615K Sell
7,189
-11,632
-62% -$998K 0.32% 46
2021
Q3 		$1.62M Sell
18,821
-208
-1% -$17.9K 0.94% 23
2021
Q2 		$1.64M Buy
19,029
+12,458
+190% +$1.07M 1.02% 22
2021
Q1 		$567K Buy
6,571
+55
+0.8% +$4.75K 0.42% 40
2020
Q4 		$563K Sell
6,516
-59
-0.9% -$5.1K 0.45% 38
2020
Q3 		$569K Buy
6,575
+181
+3% +$15.7K 0.46% 36
2020
Q2 		$554K Sell
6,394
-339
-5% -$29.4K 0.5% 35
2020
Q1 		$584K Buy
6,733
+1,067
+19% +$91.1K 0.77% 27
2019
Q4 		$480K Buy
+5,666
New +$480K 0.62% 34
2018
Q4 		$345K Buy
+4,125
New +$343K 3.31% 11

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 $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apexium Financial's SHY Position: Q3 2025 in Review

Apexium Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q3 2025, selling an estimated $138K and leaving 6,805 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #178.

Apexium Financial first reported a position in SHY in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.36M in Q3 2022. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Apexium Financial held 6,805 shares of iShares 1-3 Year Treasury Bond ETF worth $565K as of Q3 2025.
  • Apexium Financial sold 1,672 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $138K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #178 holding.
  • Apexium Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Apexium Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $2.36M in Q3 2022.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.