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

Hollow Brook 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 Q2	–	Sell	-34,414	Closed	-$2.85M	–	92
2025 Q1	$2.85M	Sell	34,414 -1,407	-4%	-$116K	0.84%	34
2024 Q4	$2.94M	Buy	35,821 +3,572	+11%	+$294K	0.9%	33
2024 Q3	$2.68M	Buy	32,249 +4,406	+16%	+$364K	0.8%	35
2024 Q2	$2.27M	Buy	27,843 +5,052	+22%	+$411K	0.77%	37
2024 Q1	$1.86M	Buy	22,791 +191	+0.8%	+$15.6K	0.69%	40
2023 Q4	$1.85M	Buy	22,600 +765	+4%	+$62.2K	0.74%	39
2023 Q3	$1.77M	Buy	21,835 +410	+2%	+$33.2K	0.74%	38
2023 Q2	$1.74M	Sell	21,425 -140	-0.6%	-$11.4K	0.75%	39
2023 Q1	$1.77M	Buy	+21,565	New	+$1.76M	0.84%	36

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Hollow Brook Wealth Management's SHY Position: Q2 2025 in Review

Hollow Brook Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 34,414 shares — an estimated $2.85M sold.

Hollow Brook Wealth Management first reported a position in SHY in Q1 2023 and held it in 9 quarters. The position peaked at $2.94M in Q4 2024. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Hollow Brook Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Hollow Brook Wealth Management sold 34,414 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.85M.
Hollow Brook Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
Hollow Brook Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.94M in Q4 2024.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.