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Greenwood Capital Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Greenwood Capital Associates’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
Q3 		– Sell
-2,670
Closed -$221K – 270
2025
Q2 		$221K Hold
2,670
– – 0.03% 239
2025
Q1 		$221K Sell
2,670
-990
-27% -$81.4K 0.03% 226
2024
Q4 		$300K Sell
3,660
-2,490
-40% -$205K 0.04% 221
2024
Q3 		$511K Sell
6,150
-2,280
-27% -$188K 0.07% 181
2024
Q2 		$688K Sell
8,430
-120,064
-93% -$9.77M 0.09% 168
2024
Q1 		$10.5M Buy
128,494
+4,548
+4% +$372K 1.4% 14
2023
Q4 		$10.2M Sell
123,946
-5,656
-4% -$460K 1.32% 16
2023
Q3 		$10.5M Buy
129,602
+1,273
+1% +$103K 1.53% 11
2023
Q2 		$10.4M Buy
128,329
+358
+0.3% +$29.3K 1.46% 13
2023
Q1 		$10.5M Sell
127,971
-58,847
-31% -$4.8M 1.51% 12
2022
Q4 		$15.2M Buy
186,818
+46
+0% +$3.73K 2.49% 4
2022
Q3 		$15.2M Buy
186,772
+517
+0.3% +$42.5K 2.6% 3
2022
Q2 		$15.4M Sell
186,255
-6,687
-3% -$555K 2.47% 6
2022
Q1 		$16.1M Buy
192,942
+6,250
+3% +$528K 4.23% 2
2021
Q4 		$16M Buy
186,692
+10,601
+6% +$909K 2.26% 4
2021
Q3 		$15.2M Buy
176,091
+4,445
+3% +$383K 2.33% 5
2021
Q2 		$14.8M Buy
171,646
+14,483
+9% +$1.25M 2.24% 6
2021
Q1 		$13.6M Buy
157,163
+49,018
+45% +$4.23M 2.13% 9
2020
Q4 		$9.34M Buy
108,145
+76,001
+236% +$6.57M 1.57% 20
2020
Q3 		$2.78M Buy
32,144
+18,548
+136% +$1.6M 0.54% 60
2020
Q2 		$1.18M Buy
+13,596
New +$1.18M 0.27% 69

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenwood Capital Associates's SHY Position: Q3 2025 in Review

Greenwood Capital Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,670 shares — an estimated $221K sold.

Greenwood Capital Associates first reported a position in SHY in Q2 2020 and held it in 21 quarters. The position peaked at $16.1M in Q1 2022. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Greenwood Capital Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Greenwood Capital Associates sold 2,670 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $221K.
  • Greenwood Capital Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 21 quarters.
  • Greenwood Capital Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $16.1M in Q1 2022.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Greenwood Capital Associates's 13F filing for Q3 2025, filed 16 Oct 2025.