Kathleen S. Wright Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kathleen S. Wright Associates’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 Q3	$1.22M	Sell	14,718 -10	-0.1%	-$827	0.45%	45
2025 Q2	$1.22M	Buy	14,728 +2,400	+19%	+$198K	0.48%	43
2025 Q1	$1.02M	Sell	12,328 -1,248	-9%	-$103K	0.42%	43
2024 Q4	$1.11M	Buy	13,576 +1,085	+9%	+$89.2K	0.46%	43
2024 Q3	$1.04M	Buy	12,491 +1,108	+10%	+$91.4K	0.43%	46
2024 Q2	$929K	Sell	11,383 -803	-7%	-$65.3K	0.43%	48
2024 Q1	$997K	Buy	12,186 +1,479	+14%	+$121K	0.47%	43
2023 Q4	$878K	Buy	10,707 +177	+2%	+$14.4K	0.45%	49
2023 Q3	$853K	Buy	10,530 +2,225	+27%	+$180K	0.48%	47
2023 Q2	$673K	Buy	8,305 +5	+0.1%	+$409	0.43%	51
2023 Q1	$682K	Hold	8,300	–	–	0.45%	52
2022 Q4	$674K	Buy	+8,300	New	+$673K	0.46%	51

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kathleen S. Wright Associates's SHY Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.07% in Q3 2025, selling an estimated $827 and leaving 14,718 shares worth $1.22M. The position accounts for 0.45% of the portfolio, ranked #45.

Kathleen S. Wright Associates first reported a position in SHY in Q4 2022 and has held it in 12 quarters since. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Kathleen S. Wright Associates held 14,718 shares of iShares 1-3 Year Treasury Bond ETF worth $1.22M as of Q3 2025.
Kathleen S. Wright Associates sold 10 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $827.
iShares 1-3 Year Treasury Bond ETF made up 0.45% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #45 holding.
Kathleen S. Wright Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.