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Clarity Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clarity Capital Partners’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
-5,685
Closed -$470K – 129
2025
Q1 		$470K Sell
5,685
-1,241
-18% -$102K 0.19% 62
2024
Q4 		$568K Sell
6,926
-42
-0.6% -$3.45K 0.29% 57
2024
Q3 		$579K Buy
6,968
+107
+2% +$8.83K 0.34% 64
2024
Q2 		$560K Buy
6,861
+411
+6% +$33.4K 0.34% 63
2024
Q1 		$527K Sell
6,450
-2
-0% -$164 0.35% 65
2023
Q4 		$529K Buy
+6,452
New +$524K 0.37% 59

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Clarity Capital Partners's SHY Position: Q2 2025 in Review

Clarity Capital Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 5,685 shares — an estimated $470K sold.

Clarity Capital Partners first reported a position in SHY in Q4 2023 and held it in 6 quarters. The position peaked at $579K in Q3 2024. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Clarity Capital Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Clarity Capital Partners sold 5,685 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $470K.
  • Clarity Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Clarity Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $579K in Q3 2024.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.