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

BTS 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	-5,513	Closed	-$457K	–	39
2025 Q3	$457K	Buy	+5,513	New	+$456K	0.59%	15
2025 Q1	–	Sell	-5,799	Closed	-$475K	–	51
2024 Q4	$475K	Buy	+5,799	New	+$477K	0.48%	14
2023 Q2	–	Sell	-544,131	Closed	-$44.7M	–	49
2023 Q1	$44.7M	Buy	+544,131	New	+$44.4M	25.58%	2

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

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

BTS Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 5,513 shares — an estimated $457K sold.

BTS Asset Management first reported a position in SHY in Q1 2023 and held it in 3 quarters. The position peaked at $44.7M in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

BTS Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
BTS Asset Management sold 5,513 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $457K.
BTS Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
BTS Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $44.7M in Q1 2023.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on BTS Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.