GPS Wealth Strategies Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

GPS Wealth Strategies Group’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	-547	Closed	-$45.4K	–	1412
2025 Q3	$45.4K	Buy	547 +485	+782%	+$40.1K	﹤0.01%	697
2025 Q2	$5.15K	Sell	62 -5	-7%	-$413	﹤0.01%	1190
2025 Q1	$5.54K	Sell	67 -16	-19%	-$1.32K	﹤0.01%	1129
2024 Q4	$6.78K	Sell	83 -61,727	-100%	-$5.07M	﹤0.01%	1034
2024 Q3	$5.14M	Buy	+61,810	New	+$5.1M	0.68%	24

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

GPS Wealth Strategies Group's SHY Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 547 shares — an estimated $45.4K sold.

GPS Wealth Strategies Group first reported a position in SHY in Q3 2024 and held it in 5 quarters. The position peaked at $5.14M in Q3 2024. 1,206 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 547 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $45.4K.
GPS Wealth Strategies Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
GPS Wealth Strategies Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.14M in Q3 2024.
1,206 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.