Berkshire Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Berkshire Asset 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 Q4	–	Sell	-25,900	Closed	-$2.15M	–	297
2025 Q3	$2.15M	Sell	25,900 -3,819	-13%	-$316K	0.09%	109
2025 Q2	$2.46M	Sell	29,719 -2,428	-8%	-$200K	0.11%	101
2025 Q1	$2.65M	Sell	32,147 -1,526	-5%	-$125K	0.13%	91
2024 Q4	$2.77M	Sell	33,673 -5,986	-15%	-$492K	0.13%	87
2024 Q3	$3.24M	Hold	39,659	–	–	0.16%	80
2024 Q2	$3.24M	Buy	+39,659	New	+$3.23M	0.16%	81
2019 Q4	–	Sell	-58,985	Closed	-$5M	–	217
2019 Q3	$5M	Buy	+58,985	New	+$5M	0.43%	50
2019 Q2	–	Sell	-51,199	Closed	-$4.31M	–	223
2019 Q1	$4.31M	Buy	51,199 +9,946	+24%	+$833K	0.37%	54
2018 Q4	$3.45M	Buy	41,253 +13,218	+47%	+$1.1M	0.32%	61
2018 Q3	$2.33M	Buy	+28,035	New	+$2.33M	0.2%	76

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkshire Asset Management's SHY Position: Q4 2025 in Review

Berkshire Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 25,900 shares — an estimated $2.15M sold.

Berkshire Asset Management first reported a position in SHY in Q3 2018 and held it in 10 quarters. The position peaked at $5M in Q3 2019. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Berkshire Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 25,900 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.15M.
Berkshire Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and held it in 10 quarters.
Berkshire Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $5M in Q3 2019.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.