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

Heritage Wealth Partners’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 Q1	$394K	Hold	4,767	–	–	0.6%	32
2024 Q4	$391K	Sell	4,767 -28	-0.6%	-$2.3K	0.49%	43
2024 Q3	$399K	Sell	4,795 -871	-15%	-$71.9K	0.47%	41
2024 Q2	$463K	Sell	5,666 -1,439	-20%	-$117K	0.67%	33
2024 Q1	$583K	Hold	7,105	–	–	1.19%	23
2023 Q4	$583K	Sell	7,105 -150	-2%	-$12.2K	1.19%	23
2023 Q3	$587K	Sell	7,255 -444	-6%	-$36K	1.25%	23
2023 Q2	$624K	Buy	+7,699	New	+$630K	0.37%	45

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Partners's SHY Position: Q1 2025 in Review

Heritage Wealth Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2025 at 4,767 shares worth $394K. The position accounts for 0.6% of the portfolio, ranked #32.

Heritage Wealth Partners first reported a position in SHY in Q2 2023 and has held it in 8 quarters since. The position peaked at $624K in Q2 2023. 1,169 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Heritage Wealth Partners held 4,767 shares of iShares 1-3 Year Treasury Bond ETF worth $394K as of Q1 2025.
Heritage Wealth Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.6% of Heritage Wealth Partners's portfolio in Q1 2025, its #32 holding.
Heritage Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
Heritage Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $624K in Q2 2023.
1,169 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.