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

Financial Counselors Inc’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	-18,220	Closed	-$1.51M	–	438
2025 Q1	$1.51M	Sell	18,220 -1,049	-5%	-$86.3K	0.02%	294
2024 Q4	$1.58M	Buy	19,269 +863	+5%	+$70.9K	0.02%	289
2024 Q3	$1.53M	Buy	18,406 +22	+0.1%	+$1.81K	0.02%	296
2024 Q2	$1.5M	Buy	18,384 +5,615	+44%	+$457K	0.02%	288
2024 Q1	$1.04M	Sell	12,769 -17,792	-58%	-$1.46M	0.02%	323
2023 Q4	$2.51M	Buy	30,561 +336	+1%	+$27.3K	0.04%	250
2023 Q3	$2.45M	Buy	+30,225	New	+$2.45M	0.05%	239

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

Financial Counselors Inc's SHY Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 18,220 shares — an estimated $1.51M sold.

Financial Counselors Inc first reported a position in SHY in Q3 2023 and held it in 7 quarters. The position peaked at $2.51M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Financial Counselors Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 18,220 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.51M.
Financial Counselors Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $2.51M in Q4 2023.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.