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Grimes & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Grimes & Company’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
-2,584
Closed -$214K – 462
2025
Q2 		$214K Sell
2,584
-105
-4% -$8.67K 0.01% 395
2025
Q1 		$222K Buy
2,689
+146
+6% +$12K 0.01% 339
2024
Q4 		$208K Buy
2,543
+34
+1% +$2.79K 0.01% 363
2024
Q3 		$209K Buy
2,509
+25
+1% +$2.06K 0.01% 345
2024
Q2 		$203K Buy
2,484
+24
+1% +$1.95K 0.01% 329
2024
Q1 		$201K Buy
2,460
+15
+0.6% +$1.23K 0.01% 318
2023
Q4 		$201K Sell
2,445
-657
-21% -$53.4K 0.01% 305
2023
Q3 		$251K Buy
3,102
+8
+0.3% +$648 0.01% 254
2023
Q2 		$251K Sell
3,094
-66
-2% -$5.4K 0.01% 258
2023
Q1 		$260K Buy
+3,160
New +$258K 0.01% 252
2017
Q4 		– Sell
-2,674
Closed -$226K – 223
2017
Q3 		$226K Sell
2,674
-129
-5% -$10.9K 0.02% 184
2017
Q2 		$237K Sell
2,803
-379
-12% -$32K 0.03% 180
2017
Q1 		$269K Sell
3,182
-429,295
-99% -$36.3M 0.03% 172
2016
Q4 		$36.5M Buy
432,477
+429,602
+14,943% +$36.4M 4.24% 5
2016
Q3 		$244K Sell
2,875
-428,578
-99% -$36.5M 0.03% 173
2016
Q2 		$36.8M Sell
431,453
-874,912
-67% -$74.4M 4.92% 4
2016
Q1 		$111M Sell
1,306,365
-171,157
-12% -$14.5M 14.29% 1
2015
Q4 		$125M Sell
1,477,522
-31,399
-2% -$2.66M 16.83% 1
2015
Q3 		$128M Buy
+1,508,921
New +$128M 16.5% 1

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 $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grimes & Company's SHY Position: Q3 2025 in Review

Grimes & Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,584 shares — an estimated $214K sold.

Grimes & Company first reported a position in SHY in Q3 2015 and held it in 19 quarters. The position peaked at $128M in Q3 2015. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Grimes & Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Grimes & Company sold 2,584 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $214K.
  • Grimes & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and held it in 19 quarters.
  • Grimes & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $128M in Q3 2015.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Grimes & Company's 13F filing for Q3 2025, filed 27 Oct 2025.