L.M. Kohn & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

L.M. Kohn & Company’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	-7,768	Closed	-$643K	–	296
2025 Q1	$643K	Buy	7,768 +2,609	+51%	+$215K	0.17%	126
2024 Q4	$423K	Buy	5,159 +57	+1%	+$4.69K	0.11%	154
2024 Q3	$424K	Buy	5,102 +203	+4%	+$16.7K	0.11%	165
2024 Q2	$400K	Buy	4,899 +245	+5%	+$19.9K	0.11%	159
2024 Q1	$381K	Buy	+4,654	New	+$381K	0.11%	172
2023 Q2	–	Sell	-5,494	Closed	-$451K	–	249
2023 Q1	$451K	Sell	5,494 -1,994	-27%	-$163K	0.19%	125
2022 Q4	$608K	Buy	7,488 +366	+5%	+$29.7K	0.28%	89
2022 Q3	$578K	Sell	7,122 -7,354	-51%	-$605K	0.28%	86
2022 Q2	$1.2M	Sell	14,476 -271	-2%	-$22.5K	0.56%	45
2022 Q1	$1.23M	Buy	+14,747	New	+$1.25M	0.47%	48

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

L.M. Kohn & Company's SHY Position: Q2 2025 in Review

L.M. Kohn & Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 7,768 shares — an estimated $643K sold.

L.M. Kohn & Company first reported a position in SHY in Q1 2022 and held it in 10 quarters. The position peaked at $1.23M in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

L.M. Kohn & Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 7,768 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $643K.
L.M. Kohn & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 10 quarters.
L.M. Kohn & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $1.23M in Q1 2022.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.