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

Atlantic Edge Private 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	-96	Closed	-$7.94K	–	523
2025 Q1	$7.94K	Hold	96	–	–	﹤0.01%	371
2024 Q4	$7.87K	Hold	96	–	–	﹤0.01%	356
2024 Q3	$7.98K	Hold	96	–	–	﹤0.01%	356
2024 Q2	$7.84K	Sell	96 -26	-21%	-$2.12K	﹤0.01%	339
2024 Q1	$9.98K	Buy	122 +24	+24%	+$1.96K	﹤0.01%	317
2023 Q4	$8.04K	Buy	+98	New	+$7.97K	﹤0.01%	314

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SHY Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 96 shares — an estimated $7.94K sold.

Atlantic Edge Private Wealth Management first reported a position in SHY in Q4 2023 and held it in 6 quarters. The position peaked at $9.98K in Q1 2024. 1,183 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 96 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $7.94K.
Atlantic Edge Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Atlantic Edge Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.98K in Q1 2024.
1,183 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.