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JMAC Enterprises’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

JMAC Enterprises’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
-7,453
Closed -$617K – 122
2025
Q1 		$617K Sell
7,453
-23,844
-76% -$1.96M 0.15% 78
2024
Q4 		$2.57M Buy
31,297
+197
+0.6% +$16.2K 0.4% 62
2024
Q3 		$2.59M Sell
31,100
-1,843
-6% -$152K 0.41% 62
2024
Q2 		$2.69M Sell
32,943
-109,154
-77% -$8.88M 0.47% 59
2024
Q1 		$11.6M Buy
142,097
+29,488
+26% +$2.41M 2.16% 9
2023
Q4 		$9.24M Buy
112,609
+8,002
+8% +$650K 1.99% 8
2023
Q3 		$8.47M Buy
104,607
+3,923
+4% +$318K 2.09% 8
2023
Q2 		$8.16M Sell
100,684
-2,985
-3% -$244K 2.02% 9
2023
Q1 		$8.52M Buy
103,669
+4,892
+5% +$399K 2.16% 8
2022
Q4 		$8.02M Sell
98,777
-3,871
-4% -$314K 2.2% 7
2022
Q3 		$8.34M Buy
102,648
+4,602
+5% +$379K 2.34% 7
2022
Q2 		$8.12M Buy
98,046
+5,488
+6% +$455K 2.09% 8
2022
Q1 		$7.71M Buy
92,558
+1,549
+2% +$131K 1.82% 8
2021
Q4 		$7.7M Buy
+91,009
New +$7.81M 1.81% 8

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JMAC Enterprises's SHY Position: Q2 2025 in Review

JMAC Enterprises sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 7,453 shares — an estimated $617K sold.

JMAC Enterprises first reported a position in SHY in Q4 2021 and held it in 14 quarters. The position peaked at $11.6M in Q1 2024. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • JMAC Enterprises reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • JMAC Enterprises sold 7,453 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $617K.
  • JMAC Enterprises first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 14 quarters.
  • JMAC Enterprises's iShares 1-3 Year Treasury Bond ETF position peaked at $11.6M in Q1 2024.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on JMAC Enterprises's 13F filing for Q2 2025, filed 21 Jul 2025.