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Gries Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gries Financial’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 		$689K Sell
8,306
-152
-2% -$12.6K 0.11% 157
2025
Q2 		$701K Buy
8,458
+14
+0.2% +$1.16K 0.13% 143
2025
Q1 		$699K Buy
8,444
+8
+0.1% +$658 0.14% 138
2024
Q4 		$692K Sell
8,436
-157
-2% -$12.9K 0.12% 147
2024
Q3 		$715K Sell
8,593
-1,428
-14% -$118K 0.13% 145
2024
Q2 		$818K Buy
10,021
+184
+2% +$15K 0.17% 120
2024
Q1 		$804K Buy
9,837
+470
+5% +$38.5K 0.13% 136
2023
Q4 		$768K Sell
9,367
-1,137
-11% -$92.4K 0.17% 103
2023
Q3 		$851K Sell
10,504
-38,934
-79% -$3.15M 0.23% 92
2023
Q2 		$4.01M Buy
49,438
+5,296
+12% +$433K 1.11% 15
2023
Q1 		$3.63M Buy
44,142
+40,327
+1,057% +$3.29M 1.07% 15
2022
Q4 		$310K Sell
3,815
-675
-15% -$54.8K 0.1% 127
2022
Q3 		$365K Buy
+4,490
New +$370K 0.15% 112
2022
Q2 		– Sell
-5,260
Closed -$438K – 152
2022
Q1 		$438K Sell
5,260
-70
-1% -$5.92K 0.16% 112
2021
Q4 		$456K Sell
5,330
-205
-4% -$17.6K 0.19% 109
2021
Q3 		$477K Buy
+5,535
New +$477K 0.15% 110

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Gries Financial's SHY Position: Q3 2025 in Review

Gries Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q3 2025, selling an estimated $12.6K and leaving 8,306 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #157.

Gries Financial first reported a position in SHY in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.01M in Q2 2023. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Gries Financial held 8,306 shares of iShares 1-3 Year Treasury Bond ETF worth $689K as of Q3 2025.
  • Gries Financial sold 152 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $12.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Gries Financial's portfolio in Q3 2025, its #157 holding.
  • Gries Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Gries Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $4.01M in Q2 2023.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.