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

Atticus 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
Q1 		– Hold
0
– – – 513
2024
Q4 		– Hold
0
– – – 531
2024
Q3 		– Sell
-9
Closed -$736 – 551
2024
Q2 		$736 Sell
9
-540
-98% -$43.9K ﹤0.01% 497
2024
Q1 		$44.9K Buy
549
+237
+76% +$19.4K 0.01% 250
2023
Q4 		$25.6K Sell
312
-3,624
-92% -$295K 0.01% 308
2023
Q3 		$319K Sell
3,936
-400
-9% -$32.4K 0.12% 96
2023
Q2 		$352K Sell
4,336
-76
-2% -$6.21K 0.13% 91
2023
Q1 		$363K Buy
4,412
+3,894
+752% +$317K 0.14% 89
2022
Q4 		$42K Buy
+518
New +$42K 0.02% 272
2022
Q3 		– Sell
-5,896
Closed -$488K – 618
2022
Q2 		$488K Sell
5,896
-275
-4% -$22.8K 0.2% 77
2022
Q1 		$514K Buy
6,171
+1,296
+27% +$110K 0.19% 86
2021
Q4 		$417K Buy
4,875
+3,416
+234% +$293K 0.16% 84
2021
Q3 		$126K Sell
1,459
-2,535
-63% -$219K 0.06% 136
2021
Q2 		$344K Sell
3,994
-1,127
-22% -$97.2K 0.15% 86
2021
Q1 		$442K Sell
5,121
-50,025
-91% -$4.32M 0.21% 67
2020
Q4 		$4.76M Buy
55,146
+6,331
+13% +$547K 2.4% 9
2020
Q3 		$4.22M Buy
48,815
+9,802
+25% +$848K 2.52% 10
2020
Q2 		$3.38M Buy
39,013
+38,967
+84,711% +$3.37M 2.23% 10
2020
Q1 		$4K Buy
+46
New +$3.93K ﹤0.01% 260

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atticus Wealth Management's SHY Position: Q1 2025 in Review

Atticus Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Atticus Wealth Management first reported a position in SHY in Q1 2020 and has held it in 17 quarters since. The position peaked at $4.76M in Q4 2020. 1,170 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Atticus Wealth Management held 0 shares of iShares 1-3 Year Treasury Bond ETF worth $1 as of Q1 2025.
  • Atticus Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2025.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Atticus Wealth Management's portfolio in Q1 2025, its #513 holding.
  • Atticus Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • Atticus Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.76M in Q4 2020.
  • 1,170 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.