FFO
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Fortitude Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-1,351
Closed -$111K – 1261
2024
Q4 		$111K Buy
1,351
+1
+0.1% +$82 0.04% 168
2024
Q3 		$112K Buy
+1,350
New +$111K 0.04% 147
2024
Q2 		– Sell
-522
Closed -$42.7K – 1050
2024
Q1 		$42.7K Sell
522
-30
-5% -$2.46K 0.03% 173
2023
Q4 		$45.3K Buy
+552
New +$44.9K 0.03% 182

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortitude Family Office's SHY Position: Q1 2025 in Review

Fortitude Family Office sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 1,351 shares — an estimated $111K sold.

Fortitude Family Office first reported a position in SHY in Q4 2023 and held it in 4 quarters. The position peaked at $112K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Fortitude Family Office reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,351 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $111K.
  • Fortitude Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Fortitude Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $112K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.