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

Bristlecone 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
-146
Closed -$12.1K – 356
2025
Q1 		$12.1K Sell
146
-674
-82% -$55.4K ﹤0.01% 350
2024
Q4 		$67.2K Sell
820
-124
-13% -$10.2K 0.01% 306
2024
Q3 		$78.5K Buy
+944
New +$77.9K 0.01% 306
2023
Q2 		– Sell
-920
Closed -$75.6K – 334
2023
Q1 		$75.6K Sell
920
-3,934
-81% -$321K 0.01% 288
2022
Q4 		$394K Sell
4,854
-5,281
-52% -$428K 0.05% 189
2022
Q3 		$823K Sell
10,135
-135
-1% -$11.1K 0.11% 133
2022
Q2 		$850K Sell
10,270
-24
-0.2% -$1.99K 0.11% 128
2022
Q1 		$858K Sell
10,294
-2,392
-19% -$202K 0.11% 127
2021
Q4 		$1.08M Buy
12,686
+421
+3% +$36.1K 0.13% 124
2021
Q3 		$1.06M Sell
12,265
-258
-2% -$22.2K 0.14% 121
2021
Q2 		$1.08M Sell
12,523
-6,062
-33% -$523K 0.15% 117
2021
Q1 		$1.6M Sell
18,585
-1,765
-9% -$152K 0.24% 92
2020
Q4 		$1.76M Buy
20,350
+5,491
+37% +$474K 0.28% 83
2020
Q3 		$1.28M Sell
14,859
-619
-4% -$53.6K 0.23% 90
2020
Q2 		$1.34M Buy
15,478
+10,120
+189% +$876K 0.27% 87
2020
Q1 		$464K Buy
+5,358
New +$458K 0.11% 115

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bristlecone Advisors's SHY Position: Q2 2025 in Review

Bristlecone Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 146 shares — an estimated $12.1K sold.

Bristlecone Advisors first reported a position in SHY in Q1 2020 and held it in 16 quarters. The position peaked at $1.76M in Q4 2020. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Bristlecone Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 146 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $12.1K.
  • Bristlecone Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 16 quarters.
  • Bristlecone Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.76M in Q4 2020.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.