Idaho Trust Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Idaho Trust Bank’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	-3,883	Closed	-$322K	–	109
2025 Q3	$322K	Buy	+3,883	New	+$321K	0.11%	84
2025 Q1	–	Sell	-3,676	Closed	-$301K	–	105
2024 Q4	$301K	Sell	3,676 -8,611	-70%	-$708K	0.15%	65
2024 Q3	$1.02M	Hold	12,287	–	–	0.49%	48
2024 Q2	$1M	Buy	+12,287	New	+$1,000K	0.51%	49
2023 Q4	–	Sell	-5,049	Closed	-$409K	–	86
2023 Q3	$409K	Sell	5,049 -39	-0.8%	-$3.16K	0.27%	62
2023 Q2	$413K	Buy	+5,088	New	+$416K	0.26%	59

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Idaho Trust Bank's SHY Position: Q4 2025 in Review

Idaho Trust Bank sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 3,883 shares — an estimated $322K sold.

Idaho Trust Bank first reported a position in SHY in Q2 2023 and held it in 6 quarters. The position peaked at $1.02M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Idaho Trust Bank reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Idaho Trust Bank sold 3,883 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $322K.
Idaho Trust Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
Idaho Trust Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $1.02M in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Idaho Trust Bank's 13F filing for Q4 2025, filed 5 Feb 2026.