Future Financial Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Future Financial Wealth Management’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 Q4	–	Sell	-438	Closed	-$36.3K	–	380
2025 Q3	$36.3K	Hold	438	–	–	0.02%	286
2025 Q2	$36.3K	Sell	438 -1,300	-75%	-$107K	0.02%	276
2025 Q1	$144K	Hold	1,738	–	–	0.11%	132
2024 Q4	$142K	Hold	1,738	–	–	0.1%	129
2024 Q3	$145K	Buy	+1,738	New	+$143K	0.1%	135
2024 Q2	–	Sell	-438	Closed	-$35.8K	–	399
2024 Q1	$35.8K	Buy	+438	New	+$35.8K	0.03%	295

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Future Financial Wealth Management's SHY Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 438 shares — an estimated $36.3K sold.

Future Financial Wealth Management first reported a position in SHY in Q1 2024 and held it in 6 quarters. The position peaked at $145K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 438 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $36.3K.
Future Financial Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 6 quarters.
Future Financial Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $145K in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.