Estate Counselors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Estate Counselors’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	-112,460	Closed	-$9.32M	–	106
2025 Q2	$9.32M	Buy	+112,460	New	+$9.28M	0.92%	13
2022 Q4	–	Sell	-148,565	Closed	-$18.1M	–	185
2022 Q3	$18.1M	Sell	148,565 -244,510	-62%	-$20.1M	2.8%	10
2022 Q2	$32.5M	Sell	393,075 -74,150	-16%	-$6.15M	4.84%	3
2022 Q1	$38.9M	Buy	+467,225	New	+$39.5M	5.06%	3
2021 Q2	–	Sell	-12,500	Closed	-$1.08M	–	173
2021 Q1	$1.08M	Hold	12,500	–	–	0.16%	75
2020 Q4	$1.08M	Sell	12,500 -20,900	-63%	-$1.81M	0.16%	68
2020 Q3	$2.89M	Sell	33,400 -135,540	-80%	-$11.7M	0.45%	50
2020 Q2	$14.6M	Buy	+168,940	New	+$14.6M	2.34%	11
2019 Q4	–	Sell	-69,690	Closed	-$5.91M	–	77
2019 Q3	$5.91M	Buy	+69,690	New	+$5.91M	0.91%	39
2016 Q3	–	Sell	-22,000	Closed	-$1.88M	–	56
2016 Q2	$1.88M	Sell	22,000 -20,000	-48%	-$1.7M	0.75%	36
2016 Q1	$3.57M	Sell	42,000 -46,710	-53%	-$3.96M	1.57%	25
2015 Q4	$7.48M	Buy	88,710 +6,000	+7%	+$508K	3.05%	12
2015 Q3	$7.03M	Hold	82,710	–	–	2.83%	14
2015 Q2	$7.02M	Hold	82,710	–	–	2.44%	16
2015 Q1	$7.02M	Hold	82,710	–	–	2.5%	16
2014 Q4	$6.99M	Hold	82,710	–	–	2.47%	17
2014 Q3	$6.99M	Hold	82,710	–	–	2.69%	15
2014 Q2	$6.99M	Hold	82,710	–	–	2.67%	15
2014 Q1	$6.99M	Buy	82,710 +38,705	+88%	+$3.27M	2.8%	15
2013 Q4	$3.71M	Hold	44,005	–	–	1.65%	21
2013 Q3	$3.72M	Buy	44,005 +975	+2%	+$82.2K	1.72%	21
2013 Q2	$3.63M	Buy	+43,030	New	+$3.63M	1.84%	19

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Estate Counselors's SHY Position: Q3 2025 in Review

Estate Counselors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 112,460 shares — an estimated $9.32M sold.

Estate Counselors first reported a position in SHY in Q2 2013 and held it in 22 quarters. The position peaked at $38.9M in Q1 2022. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Estate Counselors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Estate Counselors sold 112,460 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $9.32M.
Estate Counselors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 22 quarters.
Estate Counselors's iShares 1-3 Year Treasury Bond ETF position peaked at $38.9M in Q1 2022.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Estate Counselors's 13F filing for Q3 2025, filed 31 Oct 2025.