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

Hemington Wealth Management’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	$70K	Hold	844	–	–	0.01%	291
2025 Q2	$69K	Hold	844	–	–	0.01%	275
2025 Q1	$69K	Sell	844 -152	-15%	-$12.5K	0.01%	265
2024 Q4	$81K	Hold	996	–	–	0.02%	227
2024 Q3	$82K	Buy	+996	New	+$82.2K	0.02%	213
2023 Q4	–	Sell	-2,703	Closed	-$218K	–	111
2023 Q3	$218K	Buy	+2,703	New	+$219K	0.1%	87
2022 Q3	–	Sell	-6,825	Closed	-$565K	–	99
2022 Q2	$565K	Sell	6,825 -1,132	-14%	-$93.9K	0.22%	52
2022 Q1	$663K	Buy	7,957 +865	+12%	+$73.1K	0.22%	52
2021 Q4	$613K	Sell	7,092 -786	-10%	-$67.4K	0.28%	42
2021 Q3	$679K	Buy	7,878 +887	+13%	+$76.5K	0.25%	43
2021 Q2	$602K	Sell	6,991 -102	-1%	-$8.8K	0.26%	45
2021 Q1	$612K	Buy	7,093 +1	+0%	+$86	0.26%	44
2020 Q4	$613K	Buy	+7,092	New	+$613K	0.28%	42

Other funds holding SHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hemington Wealth Management's SHY Position: Q3 2025 in Review

Hemington Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2025 at 844 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #291.

Hemington Wealth Management first reported a position in SHY in Q4 2020 and has held it in 13 quarters since. The position peaked at $679K in Q3 2021. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Hemington Wealth Management held 844 shares of iShares 1-3 Year Treasury Bond ETF worth $70K as of Q3 2025.
Hemington Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #291 holding.
Hemington Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 13 quarters since.
Hemington Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $679K in Q3 2021.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.