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Enterprise Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Enterprise Bank & Trust’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 		$926K Hold
11,172
– – 0.35% 60
2025
Q1 		$924K Hold
11,172
– – 0.36% 59
2024
Q4 		$916K Hold
11,172
– – 0.3% 60
2024
Q3 		$929K Hold
11,172
– – 0.3% 59
2024
Q2 		$912K Hold
11,172
– – 0.31% 59
2024
Q1 		$914K Hold
11,172
– – 0.31% 59
2023
Q4 		$917K Buy
11,172
+100
+0.9% +$8.13K 0.33% 59
2023
Q3 		$897K Hold
11,072
– – 0.37% 57
2023
Q2 		$898K Sell
11,072
-220
-2% -$18K 0.34% 61
2023
Q1 		$928K Hold
11,292
– – 0.4% 58
2022
Q4 		$917K Hold
11,292
– – 0.43% 57
2022
Q3 		$917K Hold
11,292
– – 0.48% 53
2022
Q2 		$935K Buy
11,292
+3,728
+49% +$309K 0.42% 55
2022
Q1 		$630K Sell
7,564
-233
-3% -$19.7K 0.25% 69
2021
Q4 		$667K Hold
7,797
– – 0.23% 68
2021
Q3 		$672K Hold
7,797
– – 0.27% 64
2021
Q2 		$672K Sell
7,797
-272
-3% -$23.5K 0.27% 65
2021
Q1 		$696K Sell
8,069
-232
-3% -$20K 0.29% 62
2020
Q4 		$717K Sell
8,301
-226
-3% -$19.5K 0.31% 63
2020
Q3 		$738K Buy
8,527
+1,502
+21% +$130K 0.35% 59
2020
Q2 		$608K Sell
7,025
-491
-7% -$42.5K 0.3% 59
2020
Q1 		$651K Sell
7,516
-473
-6% -$40.4K 0.38% 58
2019
Q4 		$676K Sell
7,989
-1,088
-12% -$92.2K 0.3% 61
2019
Q3 		$770K Sell
9,077
-1,695
-16% -$144K 0.37% 59
2019
Q2 		$913K Sell
10,772
-100
-0.9% -$8.42K 0.47% 54
2019
Q1 		$915K Buy
+10,872
New +$910K 0.38% 63

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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Enterprise Bank & Trust's SHY Position: Q2 2025 in Review

Enterprise Bank & Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2025 at 11,172 shares worth $926K. The position accounts for 0.35% of the portfolio, ranked #60.

Enterprise Bank & Trust first reported a position in SHY in Q1 2019 and has held it in 26 quarters since. The position peaked at $935K in Q2 2022. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Enterprise Bank & Trust held 11,172 shares of iShares 1-3 Year Treasury Bond ETF worth $926K as of Q2 2025.
  • Enterprise Bank & Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2025.
  • iShares 1-3 Year Treasury Bond ETF made up 0.35% of Enterprise Bank & Trust's portfolio in Q2 2025, its #60 holding.
  • Enterprise Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Enterprise Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $935K in Q2 2022.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.