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

Lindbrook Capital’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
Q1 		$68.3K Buy
825
+275
+50% +$22.6K 0.01% 845
2024
Q4 		$45.1K Sell
550
-400
-42% -$32.9K ﹤0.01% 857
2024
Q3 		$79K Sell
950
-169
-15% -$13.9K 0.01% 633
2024
Q2 		$91.4K Sell
1,119
-672
-38% -$54.7K 0.01% 566
2024
Q1 		$146K Buy
1,791
+1,128
+170% +$92.3K 0.01% 431
2023
Q4 		$54.4K Buy
663
+7
+1% +$569 0.01% 723
2023
Q3 		$53.2K Buy
656
+4
+0.6% +$324 0.01% 663
2023
Q2 		$52.9K Buy
652
+128
+24% +$10.5K 0.01% 700
2023
Q1 		$43K Buy
524
+2
+0.4% +$163 0.01% 754
2022
Q4 		$42.4K Buy
522
+5
+1% +$406 0.01% 756
2022
Q3 		$42K Buy
517
+1
+0.2% +$82 0.01% 718
2022
Q2 		$43K Buy
516
+1
+0.2% +$83 0.01% 724
2022
Q1 		$43K Hold
515
– – 0.01% 725
2021
Q4 		$44K Buy
515
+1
+0.2% +$86 0.01% 764
2021
Q3 		$44K Hold
514
– – 0.01% 477
2021
Q2 		$44K Hold
514
– – 0.01% 514
2021
Q1 		$44K Sell
514
-1,064
-67% -$91.8K 0.01% 494
2020
Q4 		$136K Sell
1,578
-412
-21% -$35.6K 0.03% 193
2020
Q3 		$172K Buy
1,990
+418
+27% +$36.2K 0.05% 142
2020
Q2 		$136K Buy
1,572
+4
+0.3% +$346 0.04% 164
2020
Q1 		$136K Buy
1,568
+377
+32% +$32.2K 0.05% 147
2019
Q4 		$101K Buy
1,191
+8
+0.7% +$678 0.04% 240
2019
Q3 		$100K Buy
1,183
+7
+0.6% +$593 0.04% 239
2019
Q2 		$99K Sell
1,176
-393
-25% -$33.1K 0.04% 234
2019
Q1 		$132K Buy
1,569
+6
+0.4% +$502 0.05% 185
2018
Q4 		$130K Buy
+1,563
New +$130K 0.06% 158

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lindbrook Capital's SHY Position: Q1 2025 in Review

Lindbrook Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 50% in Q1 2025, buying an estimated $22.6K and bringing the position to 825 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #845.

Lindbrook Capital first reported a position in SHY in Q4 2018 and has held it in 26 quarters since. The position peaked at $172K in Q3 2020. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Lindbrook Capital held 825 shares of iShares 1-3 Year Treasury Bond ETF worth $68.3K as of Q1 2025.
  • Lindbrook Capital bought 275 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $22.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #845 holding.
  • Lindbrook Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $172K in Q3 2020.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.