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BA
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
Shares
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.3B AUM
18.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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