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Blume Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blume Capital 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
Q3 		– Sell
-142
Closed -$11.8K – 425
2025
Q2 		$11.8K Buy
+142
New +$11.7K ﹤0.01% 274
2020
Q4 		– Sell
-600
Closed -$52K – 236
2020
Q3 		$52K Hold
600
– – 0.03% 113
2020
Q2 		$52K Sell
600
-32
-5% -$2.77K 0.03% 112
2020
Q1 		$54K Sell
632
-814
-56% -$69.5K 0.03% 105
2019
Q4 		$122K Sell
1,446
-400
-22% -$33.9K 0.06% 87
2019
Q3 		$156K Buy
+1,846
New +$156K 0.08% 77

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blume Capital Management's SHY Position: Q3 2025 in Review

Blume Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 142 shares — an estimated $11.8K sold.

Blume Capital Management first reported a position in SHY in Q3 2019 and held it in 6 quarters. The position peaked at $156K in Q3 2019. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Blume Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Blume Capital Management sold 142 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $11.8K.
  • Blume Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
  • Blume Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $156K in Q3 2019.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Blume Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.