Hamilton Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hamilton Wealth’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	-2,755	Closed	-$229K	–	129
2025 Q3	$229K	Hold	2,755	–	–	0.05%	93
2025 Q2	$228K	Sell	2,755 -1,425	-34%	-$118K	0.05%	91
2025 Q1	$346K	Buy	4,180 +490	+13%	+$40.3K	0.08%	64
2024 Q4	$303K	Sell	3,690 -42,341	-92%	-$3.48M	0.07%	73
2024 Q3	$3.83M	Sell	46,031 -10,169	-18%	-$839K	0.94%	29
2024 Q2	$4.59M	Buy	56,200 +641	+1%	+$52.2K	1.23%	27
2024 Q1	$4.54M	Buy	55,559 +4,164	+8%	+$341K	1.42%	23
2023 Q4	$4.22M	Buy	51,395 +2,351	+5%	+$191K	1.33%	24
2023 Q3	$3.97M	Buy	49,044 +38,038	+346%	+$3.08M	1.42%	19
2023 Q2	$892K	Sell	11,006 -3,700	-25%	-$303K	0.31%	43
2023 Q1	$1.21M	Buy	+14,706	New	+$1.2M	0.43%	39
2021 Q1	–	Sell	-3,385	Closed	-$292K	–	60
2020 Q4	$292K	Buy	+3,385	New	+$292K	0.15%	47

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Wealth's SHY Position: Q4 2025 in Review

Hamilton Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 2,755 shares — an estimated $229K sold.

Hamilton Wealth first reported a position in SHY in Q4 2020 and held it in 12 quarters. The position peaked at $4.59M in Q2 2024. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Hamilton Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Hamilton Wealth sold 2,755 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $229K.
Hamilton Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Hamilton Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.59M in Q2 2024.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Hamilton Wealth's 13F filing for Q4 2025, filed 18 Feb 2026.