Consolidated Portfolio Review Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Consolidated Portfolio Review Corp’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	-2,861	Closed	-$238K	–	336
2025 Q3	$238K	Buy	+2,861	New	+$237K	0.03%	412
2024 Q4	–	Sell	-12,103	Closed	-$1.01M	–	390
2024 Q3	$1.01M	Sell	12,103 -2	-0%	-$165	0.22%	117
2024 Q2	$988K	Sell	12,105 -52	-0.4%	-$4.23K	0.23%	108
2024 Q1	$994K	Sell	12,157 -197	-2%	-$16.1K	0.26%	101
2023 Q4	$1.01M	Buy	12,354 +836	+7%	+$68K	0.23%	109
2023 Q3	$933K	Hold	11,518	–	–	0.23%	113
2023 Q2	$934K	Sell	11,518 -111	-1%	-$9.08K	0.22%	115
2023 Q1	$955K	Buy	+11,629	New	+$948K	0.26%	97

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Consolidated Portfolio Review Corp's SHY Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 2,861 shares — an estimated $238K sold.

Consolidated Portfolio Review Corp first reported a position in SHY in Q1 2023 and held it in 8 quarters. The position peaked at $1.01M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 2,861 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $238K.
Consolidated Portfolio Review Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $1.01M in Q4 2023.
1,205 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.