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

Center For 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 Q3	–	Sell	-2,636	Closed	-$216K	–	147
2025 Q2	$216K	Buy	+2,636	New	+$218K	0.13%	119
2025 Q1	–	Sell	-2,636	Closed	-$216K	–	133
2024 Q4	$216K	Buy	2,636 +145	+6%	+$11.9K	0.14%	114
2024 Q3	$207K	Sell	2,491 -15,821	-86%	-$1.31M	0.12%	121
2024 Q2	$1.5M	Sell	18,312 -64,217	-78%	-$5.22M	0.99%	27
2024 Q1	$6.75M	Buy	82,529 +13,174	+19%	+$1.08M	5.52%	3
2023 Q4	$5.69M	Buy	69,355 +4,610	+7%	+$375K	5.19%	4
2023 Q3	$5.24M	Sell	64,745 -997	-2%	-$80.7K	5.23%	4
2023 Q2	$5.33M	Sell	65,742 -6,333	-9%	-$518K	5.03%	5
2023 Q1	$5.92M	Buy	72,075 +2,104	+3%	+$172K	5.79%	3
2022 Q4	$5.68M	Sell	69,971 -44,261	-39%	-$3.59M	5.29%	3
2022 Q3	$9.28M	Sell	114,232 -52,228	-31%	-$4.3M	9.23%	1
2022 Q2	$13.8M	Buy	166,460 +66,203	+66%	+$5.49M	12.77%	1
2022 Q1	$8.36M	Buy	100,257 +62,525	+166%	+$5.28M	6.45%	1
2021 Q4	$3.23M	Buy	+37,732	New	+$3.24M	2.39%	10
2021 Q2	–	Sell	-40,935	Closed	-$3.53M	–	103
2021 Q1	$3.53M	Buy	40,935 +25,684	+168%	+$2.22M	3.39%	10
2020 Q4	$1.32M	Buy	+15,251	New	+$1.32M	1.31%	22

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Center For Asset Management's SHY Position: Q3 2025 in Review

Center For Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,636 shares — an estimated $216K sold.

Center For Asset Management first reported a position in SHY in Q4 2020 and held it in 16 quarters. The position peaked at $13.8M in Q2 2022. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Center For Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Center For Asset Management sold 2,636 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $216K.
Center For Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 16 quarters.
Center For Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $13.8M in Q2 2022.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Center For Asset Management's 13F filing for Q3 2025, filed 19 Nov 2025.