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Bellwether Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bellwether Advisors’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
-97
Closed -$8.04K – 487
2025
Q2 		$8.04K Hold
97
– – ﹤0.01% 394
2025
Q1 		$8.03K Sell
97
-380
-80% -$31.3K ﹤0.01% 340
2024
Q4 		$39.1K Buy
+477
New +$39.2K 0.01% 244
2023
Q2 		– Sell
-413
Closed -$34K – 370
2023
Q1 		$34K Sell
413
-111
-21% -$9.05K 0.01% 211
2022
Q4 		$42.6K Sell
524
-392
-43% -$31.8K 0.01% 202
2022
Q3 		$74K Buy
916
+13
+1% +$1.07K 0.02% 135
2022
Q2 		$74K Sell
903
-16
-2% -$1.33K 0.02% 143
2022
Q1 		$76K Buy
919
+47
+5% +$3.97K 0.02% 168
2021
Q4 		$74K Hold
872
– – 0.02% 171
2021
Q3 		$75K Buy
872
+10
+1% +$862 0.03% 183
2021
Q2 		$74K Sell
862
-159
-16% -$13.7K 0.03% 165
2021
Q1 		$88K Buy
1,021
+45
+5% +$3.88K 0.03% 139
2020
Q4 		$84K Buy
+976
New +$84.3K 0.04% 134

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

Bellwether Advisors's SHY Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 97 shares — an estimated $8.04K sold.

Bellwether Advisors first reported a position in SHY in Q4 2020 and held it in 13 quarters. The position peaked at $88K in Q1 2021. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 97 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $8.04K.
  • Bellwether Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $88K in Q1 2021.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.