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

JDH 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
-2,976
Closed -$246K – 52
2025
Q1 		$246K Sell
2,976
-534
-15% -$43.9K 0.21% 43
2024
Q4 		$288K Buy
+3,510
New +$289K 0.25% 38

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JDH Wealth Management's SHY Position: Q2 2025 in Review

JDH Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,976 shares — an estimated $246K sold.

JDH Wealth Management first reported a position in SHY in Q4 2024 and held it in 2 quarters. The position peaked at $288K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • JDH Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • JDH Wealth Management sold 2,976 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $246K.
  • JDH Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • JDH Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $288K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on JDH Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.