Godsey & Gibb Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Godsey & Gibb Inc’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	-314	Closed	-$26K	–	387
2025 Q1	$26K	Buy	+314	New	+$25.8K	﹤0.01%	214
2023 Q2	–	Sell	-70	Closed	-$5.75K	–	380
2023 Q1	$5.75K	Hold	70	–	–	﹤0.01%	272
2022 Q4	$5.68K	Hold	70	–	–	﹤0.01%	229
2022 Q3	$6K	Hold	70	–	–	﹤0.01%	59
2022 Q2	$6K	Buy	+70	New	+$5.81K	﹤0.01%	81

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

Godsey & Gibb Inc's SHY Position: Q2 2025 in Review

Godsey & Gibb Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 314 shares — an estimated $26K sold.

Godsey & Gibb Inc first reported a position in SHY in Q2 2022 and held it in 5 quarters. The position peaked at $26K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Godsey & Gibb Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 314 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $26K.
Godsey & Gibb Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 5 quarters.
Godsey & Gibb Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $26K in Q1 2025.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Godsey & Gibb Inc's 13F filing for Q2 2025, filed 23 Jul 2025.