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Carolinas Wealth Consulting’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Carolinas Wealth Consulting’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
-196
Closed -$16.2K – 781
2025
Q1 		$16.2K Sell
196
-213
-52% -$17.5K ﹤0.01% 473
2024
Q4 		$33.5K Buy
409
+253
+162% +$20.8K 0.01% 413
2024
Q3 		$12.9K Buy
156
+1
+0.6% +$83 ﹤0.01% 529
2024
Q2 		$12.7K Buy
155
+1
+0.6% +$81 ﹤0.01% 531
2024
Q1 		$12.6K Buy
154
+79
+105% +$6.46K ﹤0.01% 531
2023
Q4 		$6.13K Buy
75
+1
+1% +$81 ﹤0.01% 595
2023
Q3 		$6K Sell
74
-24,530
-100% -$1.99M ﹤0.01% 586
2023
Q2 		$1.99M Buy
24,604
+425
+2% +$34.8K 0.4% 47
2023
Q1 		$1.99M Buy
24,179
+3,339
+16% +$272K 0.42% 47
2022
Q4 		$1.69M Buy
20,840
+6,331
+44% +$514K 0.38% 46
2022
Q3 		$1.18M Buy
14,509
+3,224
+29% +$265K 0.3% 48
2022
Q2 		$934K Buy
11,285
+10,637
+1,642% +$882K 0.23% 55
2022
Q1 		$54K Buy
+648
New +$54.8K 0.01% 342

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 $58.2B AUM 22.78% 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 $609B AUM 40.19% 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

Carolinas Wealth Consulting's SHY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 196 shares — an estimated $16.2K sold.

Carolinas Wealth Consulting first reported a position in SHY in Q1 2022 and held it in 13 quarters. The position peaked at $1.99M in Q2 2023. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 196 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $16.2K.
  • Carolinas Wealth Consulting first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 13 quarters.
  • Carolinas Wealth Consulting's iShares 1-3 Year Treasury Bond ETF position peaked at $1.99M in Q2 2023.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.