Glass Jacobson Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Glass Jacobson Investment Advisors’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	-3,604	Closed	-$295K	–	797
2025 Q1	$295K	Hold	3,604	–	–	0.1%	193
2024 Q4	$295K	Sell	3,604 -186	-5%	-$15.3K	0.1%	193
2024 Q3	$315K	Hold	3,790	–	–	0.1%	182
2024 Q2	$309K	Hold	3,790	–	–	0.11%	181
2024 Q1	$310K	Sell	3,790 -175	-4%	-$14.3K	0.12%	176
2023 Q4	$325K	Sell	3,965 -235	-6%	-$19.1K	0.13%	164
2023 Q3	$340K	Sell	4,200 -15	-0.4%	-$1.22K	0.16%	149
2023 Q2	$342K	Buy	+4,215	New	+$345K	0.16%	155
2022 Q4	$359K	Buy	+4,425	New	+$359K	0.18%	148

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

Glass Jacobson Investment Advisors's SHY Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 3,604 shares — an estimated $295K sold.

Glass Jacobson Investment Advisors first reported a position in SHY in Q4 2022 and held it in 9 quarters. The position peaked at $359K in Q4 2022. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 3,604 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $295K.
Glass Jacobson Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $359K in Q4 2022.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.