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Kathmere Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kathmere Capital 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
-2,477
Closed -$205K – 501
2025
Q1 		$205K Buy
+2,477
New +$204K 0.02% 411

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LPL Financial
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Bank of New York Mellon
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UBS Group
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Kathmere Capital Management's SHY Position: Q2 2025 in Review

Kathmere Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,477 shares — an estimated $205K sold.

Kathmere Capital Management first reported a position in SHY in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Kathmere Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 2,477 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $205K.
  • Kathmere Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Kathmere Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $205K in Q1 2025.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Kathmere Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.