Financial Gravity Companies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Gravity Companies’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	$580	Buy	+7	New	+$578	﹤0.01%	847
2024 Q4	$984	Buy	12 +3	+33%	+$247	﹤0.01%	816
2024 Q3	$748	Buy	+9	New	+$743	﹤0.01%	562
2018 Q4	$773K	Buy	+9,254	New	+$769K	0.7%	21
2018 Q1	$99K	Sell	1,191 -13,333	-92%	-$1.11M	0.1%	188
2017 Q4	$1.21M	Buy	+14,524	New	+$1.22M	1.39%	15

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 Gravity Companies's SHY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025: 7 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHY as recently as Q4 2024.

Financial Gravity Companies first reported a position in SHY in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2017. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Financial Gravity Companies held 7 shares of iShares 1-3 Year Treasury Bond ETF worth $580 as of Q2 2025.
iShares 1-3 Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2025.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #847 holding.
Financial Gravity Companies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's iShares 1-3 Year Treasury Bond ETF position peaked at $1.21M in Q4 2017.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.