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Litman Gregory Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Litman Gregory Wealth 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
Q4 		$277K Buy
3,350
+520
+18% +$43.1K 0.02% 129
2025
Q3 		$235K Hold
2,830
– – 0.02% 137
2025
Q2 		$234K Buy
+2,830
New +$234K 0.02% 129

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Litman Gregory Wealth Management's SHY Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q4 2025, buying an estimated $43.1K and bringing the position to 3,350 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #129.

Litman Gregory Wealth Management first reported a position in SHY in Q2 2025 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Litman Gregory Wealth Management held 3,350 shares of iShares 1-3 Year Treasury Bond ETF worth $277K as of Q4 2025.
  • Litman Gregory Wealth Management bought 520 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $43.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #129 holding.
  • Litman Gregory Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.