Congress Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Congress Wealth 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 Q2	$1.98M	Buy	23,842 +2,694	+13%	+$222K	0.02%	560
2025 Q1	$1.75M	Buy	21,148 +2,096	+11%	+$172K	0.02%	522
2024 Q4	$1.56M	Sell	19,052 -743	-4%	-$61.1K	0.02%	448
2024 Q3	$1.65M	Buy	19,795 +607	+3%	+$50.1K	0.02%	452
2024 Q2	$1.57M	Sell	19,188 -114	-0.6%	-$9.28K	0.02%	380
2024 Q1	$1.58M	Sell	19,302 -536	-3%	-$43.9K	0.03%	339
2023 Q4	$1.63M	Sell	19,838 -4,803	-19%	-$390K	0.03%	340
2023 Q3	$2M	Buy	24,641 +862	+4%	+$69.8K	0.04%	302
2023 Q2	$1.93M	Sell	23,779 -1,121	-5%	-$91.7K	0.04%	265
2023 Q1	$2.05M	Buy	24,900 +102	+0.4%	+$8.31K	0.05%	262
2022 Q4	$2.01M	Buy	24,798 +1,407	+6%	+$114K	0.05%	257
2022 Q3	$1.9M	Buy	23,391 +13	+0.1%	+$1.07K	0.05%	278
2022 Q2	$1.94M	Sell	23,378 -11,424	-33%	-$948K	0.05%	278
2022 Q1	$2.9M	Sell	34,802 -150	-0.4%	-$12.7K	0.06%	269
2021 Q4	$2.99M	Buy	+34,952	New	+$3M	0.06%	273

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's SHY Position: Q2 2025 in Review

Congress Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2025, buying an estimated $222K and bringing the position to 23,842 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #560.

Congress Wealth Management first reported a position in SHY in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.99M in Q4 2021. 1,183 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Congress Wealth Management held 23,842 shares of iShares 1-3 Year Treasury Bond ETF worth $1.98M as of Q2 2025.
Congress Wealth Management bought 2,694 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $222K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #560 holding.
Congress Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.99M in Q4 2021.
1,183 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.