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

Bigelow Investment 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 Q2	–	Sell	-2,505	Closed	-$207K	–	151
2025 Q1	$207K	Buy	+2,505	New	+$206K	0.1%	143
2024 Q2	–	Sell	-2,509	Closed	-$205K	–	156
2024 Q1	$205K	Sell	2,509 -295	-11%	-$24.1K	0.1%	153
2023 Q4	$230K	Sell	2,804 -1,234	-31%	-$100K	0.12%	142
2023 Q3	$327K	Sell	4,038 -350	-8%	-$28.3K	0.19%	117
2023 Q2	$356K	Buy	+4,388	New	+$359K	0.19%	115
2023 Q1	–	Sell	-4,760	Closed	-$388K	–	113
2022 Q4	$386K	Sell	4,760 -413	-8%	-$33.5K	0.22%	109
2022 Q3	$420K	Sell	5,173 -277	-5%	-$22.8K	0.25%	101
2022 Q2	$451K	Buy	5,450 +2,597	+91%	+$215K	0.25%	102
2022 Q1	$238K	Buy	+2,853	New	+$241K	0.11%	138

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Bigelow Investment Advisors's SHY Position: Q2 2025 in Review

Bigelow Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,505 shares — an estimated $207K sold.

Bigelow Investment Advisors first reported a position in SHY in Q1 2022 and held it in 9 quarters. The position peaked at $451K in Q2 2022. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Bigelow Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Bigelow Investment Advisors sold 2,505 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $207K.
Bigelow Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 9 quarters.
Bigelow Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $451K in Q2 2022.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Bigelow Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.