Empowered Funds’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Empowered Funds’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	-63,097	Closed	-$5.22M	–	1838
2025 Q1	$5.22M	Buy	63,097 +41,731	+195%	+$3.43M	0.07%	377
2024 Q4	$1.75M	Sell	21,366 -11,911	-36%	-$979K	0.03%	788
2024 Q3	$2.76M	Buy	33,277 +17,525	+111%	+$1.45M	0.04%	550
2024 Q2	$1.28M	Buy	15,752 +5,579	+55%	+$454K	0.02%	772
2024 Q1	$830K	Sell	10,173 -5,949	-37%	-$487K	0.02%	949
2023 Q4	$1.32M	Sell	16,122 -898	-5%	-$73K	0.03%	668
2023 Q3	$1.37M	Sell	17,020 -5,609	-25%	-$454K	0.04%	556
2023 Q2	$1.83M	Buy	+22,629	New	+$1.85M	0.06%	424

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empowered Funds's SHY Position: Q2 2025 in Review

Empowered Funds sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 63,097 shares — an estimated $5.22M sold.

Empowered Funds first reported a position in SHY in Q2 2023 and held it in 8 quarters. The position peaked at $5.22M in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Empowered Funds reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Empowered Funds sold 63,097 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $5.22M.
Empowered Funds first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
Empowered Funds's iShares 1-3 Year Treasury Bond ETF position peaked at $5.22M in Q1 2025.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.