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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.85M Buy
106,856
+9,221
+9% +$761K 4.81% 6
2025
Q1
$8.08M Buy
97,635
+10,982
+13% +$903K 5.17% 6
2024
Q4
$7.1M Buy
+86,653
New +$7.12M 5.03% 6

Other funds holding SHY

Future You Wealth's SHY Position: Q2 2025 in Review

Future You Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.4% in Q2 2025, buying an estimated $761K and bringing the position to 106,856 shares worth $8.85M. The position accounts for 4.81% of the portfolio, ranked #6.

Future You Wealth first reported a position in SHY in Q4 2024 and has held it in 3 quarters since. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Future You Wealth held 106,856 shares of iShares 1-3 Year Treasury Bond ETF worth $8.85M as of Q2 2025.
  • Future You Wealth bought 9,221 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $761K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.81% of Future You Wealth's portfolio in Q2 2025, its #6 holding.
  • Future You Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.