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Disciplined Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Disciplined Investments’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
-2,900
Closed -$240K – 131
2025
Q2 		$240K Hold
2,900
– – 0.1% 112
2025
Q1 		$240K Hold
2,900
– – 0.11% 117
2024
Q4 		$238K Sell
2,900
-1,054
-27% -$86.6K 0.12% 115
2024
Q3 		$329K Sell
3,954
-469
-11% -$38.7K 0.16% 95
2024
Q2 		$361K Buy
4,423
+1
+0% +$81 0.19% 89
2024
Q1 		$362K Sell
4,422
-195
-4% -$16K 0.2% 87
2023
Q4 		$379K Sell
4,617
-3
-0.1% -$244 0.22% 81
2023
Q3 		$374K Buy
4,620
+4
+0.1% +$324 0.23% 84
2023
Q2 		$374K Sell
4,616
-11,272
-71% -$922K 0.2% 88
2023
Q1 		$1.31M Sell
15,888
-106
-0.7% -$8.64K 0.55% 49
2022
Q4 		$1.3M Sell
15,994
-105
-0.7% -$8.52K 0.64% 42
2022
Q3 		$1.31M Sell
16,099
-7,171
-31% -$590K 0.6% 45
2022
Q2 		$1.93M Buy
23,270
+1,853
+9% +$154K 0.87% 36
2022
Q1 		$1.78M Buy
21,417
+7,938
+59% +$671K 0.74% 39
2021
Q4 		$1.15M Hold
13,479
– – 0.51% 50
2021
Q3 		$1.16M Buy
13,479
+515
+4% +$44.4K 0.56% 48
2021
Q2 		$1.12M Sell
12,964
-231
-2% -$19.9K 0.57% 47
2021
Q1 		$1.14M Buy
13,195
+3,036
+30% +$262K 0.67% 42
2020
Q4 		$878K Buy
10,159
+280
+3% +$24.2K 0.59% 46
2020
Q3 		$855K Buy
9,879
+1,328
+16% +$115K 0.63% 49
2020
Q2 		$741K Buy
8,551
+18
+0.2% +$1.56K 0.58% 49
2020
Q1 		$740K Sell
8,533
-1,191
-12% -$102K 0.7% 45
2019
Q4 		$823K Buy
+9,724
New +$824K 0.69% 37

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Disciplined Investments's SHY Position: Q3 2025 in Review

Disciplined Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,900 shares — an estimated $240K sold.

Disciplined Investments first reported a position in SHY in Q4 2019 and held it in 23 quarters. The position peaked at $1.93M in Q2 2022. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Disciplined Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Disciplined Investments sold 2,900 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $240K.
  • Disciplined Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 23 quarters.
  • Disciplined Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $1.93M 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 Disciplined Investments's 13F filing for Q3 2025, filed 3 Nov 2025.