Legacy Private Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Legacy Private Trust’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	-2,856	Closed	-$236K	–	256
2025 Q1	$236K	Sell	2,856 -125	-4%	-$10.3K	0.02%	230
2024 Q4	$244K	Sell	2,981 -493	-14%	-$40.5K	0.02%	220
2024 Q3	$289K	Sell	3,474 -3,853	-53%	-$318K	0.02%	211
2024 Q2	$598K	Buy	7,327 +2,247	+44%	+$183K	0.04%	164
2024 Q1	$415K	Sell	5,080 -4,342	-46%	-$355K	0.03%	189
2023 Q4	$773K	Sell	9,422 -4,252	-31%	-$346K	0.06%	149
2023 Q3	$1.11M	Sell	13,674 -1,998	-13%	-$162K	0.1%	133
2023 Q2	$1.27M	Sell	15,672 -6,767	-30%	-$553K	0.11%	127
2023 Q1	$1.84M	Sell	22,439 -6,320	-22%	-$515K	0.16%	112
2022 Q4	$2.33M	Sell	28,759 -11,802	-29%	-$958K	0.21%	96
2022 Q3	$3.29M	Sell	40,561 -1,931	-5%	-$159K	0.31%	81
2022 Q2	$3.52M	Sell	42,492 -37,369	-47%	-$3.1M	0.31%	81
2022 Q1	$6.66M	Buy	79,861 +3,024	+4%	+$256K	0.52%	51
2021 Q4	$6.57M	Sell	76,837 -9,544	-11%	-$819K	0.49%	53
2021 Q3	$7.44M	Sell	86,381 -1,803	-2%	-$155K	0.6%	44
2021 Q2	$7.6M	Buy	88,184 +57,554	+188%	+$4.96M	0.64%	40
2021 Q1	$2.64M	Buy	30,630 +879	+3%	+$75.9K	0.24%	91
2020 Q4	$2.57M	Sell	29,751 -6,000	-17%	-$518K	0.24%	89
2020 Q3	$3.09M	Sell	35,751 -10,025	-22%	-$867K	0.32%	80
2020 Q2	$3.96M	Buy	45,776 +17,957	+65%	+$1.56M	0.44%	64
2020 Q1	$2.41M	Sell	27,819 -11,009	-28%	-$940K	0.31%	80
2019 Q4	$3.29M	Sell	38,828 -6,386	-14%	-$541K	0.34%	77
2019 Q3	$3.83M	Sell	45,214 -7,054	-13%	-$598K	0.43%	66
2019 Q2	$4.43M	Sell	52,268 -16,378	-24%	-$1.38M	0.5%	59
2019 Q1	$5.78M	Sell	68,646 -76,265	-53%	-$6.38M	0.69%	43
2018 Q4	$12.1M	Buy	144,911 +48,157	+50%	+$4M	1.57%	18
2018 Q3	$8.04M	Sell	96,754 -29,228	-23%	-$2.43M	0.91%	34
2018 Q2	$10.5M	Buy	125,982 +109,162	+649%	+$9.09M	1.25%	19
2018 Q1	$1.41M	Sell	16,820 -5,585	-25%	-$467K	0.16%	119
2017 Q4	$1.88M	Sell	22,405 -45,076	-67%	-$3.79M	0.22%	95
2017 Q3	$5.7M	Buy	67,481 +28,388	+73%	+$2.4M	0.69%	33
2017 Q2	$3.3M	Sell	39,093 -88,096	-69%	-$7.45M	0.42%	61
2017 Q1	$10.8M	Buy	127,189 +51,163	+67%	+$4.32M	1.38%	14
2016 Q4	$6.42M	Buy	76,026 +49,972	+192%	+$4.23M	0.87%	29
2016 Q3	$2.22M	Buy	26,054 +17,616	+209%	+$1.5M	0.3%	91
2016 Q2	$720K	Sell	8,438 -11,806	-58%	-$1M	0.1%	151
2016 Q1	$1.72M	Buy	20,244 +11,499	+131%	+$975K	0.26%	96
2015 Q4	$738K	Sell	8,745 -19,083	-69%	-$1.62M	0.11%	151
2015 Q3	$2.37M	Buy	27,828 +24,538	+746%	+$2.08M	0.37%	80
2015 Q2	$279K	Buy	+3,290	New	+$279K	0.04%	221
2015 Q1	–	Sell	-7,152	Closed	-$604K	–	258
2014 Q4	$604K	Buy	+7,152	New	+$605K	0.09%	174
2014 Q2	–	Sell	-11,634	Closed	-$982K	–	265
2014 Q1	$982K	Sell	11,634 -62,900	-84%	-$5.31M	0.17%	115
2013 Q4	$6.29M	Buy	74,534 +19,551	+36%	+$1.65M	1.15%	21
2013 Q3	$4.64M	Buy	+54,983	New	+$4.64M	0.98%	27

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Private Trust's SHY Position: Q2 2025 in Review

Legacy Private Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,856 shares — an estimated $236K sold.

Legacy Private Trust first reported a position in SHY in Q3 2013 and held it in 44 quarters. The position peaked at $12.1M in Q4 2018. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Legacy Private Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Legacy Private Trust sold 2,856 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $236K.
Legacy Private Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and held it in 44 quarters.
Legacy Private Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $12.1M in Q4 2018.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Legacy Private Trust's 13F filing for Q2 2025, filed 8 Jul 2025.