Briaud Financial Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Briaud Financial Planning’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	-252	Closed	-$20K	–	288
2025 Q2	$20K	Buy	252 +210	+500%	+$17.3K	0.01%	171
2025 Q1	$3K	Hold	42	–	–	﹤0.01%	179
2024 Q4	$3K	Hold	42	–	–	﹤0.01%	178
2024 Q3	$3K	Hold	42	–	–	﹤0.01%	121
2024 Q2	$3K	Hold	42	–	–	﹤0.01%	122
2024 Q1	$4K	Buy	+42	New	+$3.44K	﹤0.01%	110
2023 Q4	–	Sell	-42	Closed	-$3K	–	138
2023 Q3	$3K	Sell	42 -4,524	-99%	-$366K	﹤0.01%	125
2023 Q2	$370K	Hold	4,566	–	–	0.35%	14
2023 Q1	$375K	Hold	4,566	–	–	0.36%	13
2022 Q4	$370K	Sell	4,566 -51	-1%	-$4.14K	0.3%	13
2022 Q3	$374K	Sell	4,617 -787	-15%	-$64.8K	0.33%	15
2022 Q2	$447K	Buy	+5,404	New	+$448K	0.29%	13

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Briaud Financial Planning's SHY Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 252 shares — an estimated $20K sold.

Briaud Financial Planning first reported a position in SHY in Q2 2022 and held it in 12 quarters. The position peaked at $447K in Q2 2022. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Briaud Financial Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 252 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $20K.
Briaud Financial Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 12 quarters.
Briaud Financial Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $447K in Q2 2022.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.