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Lokken Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lokken Investment Group’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
Q3 		$1.1M Buy
13,268
+2,878
+28% +$238K 0.38% 66
2025
Q2 		$861K Buy
10,390
+2,677
+35% +$221K 0.33% 70
2025
Q1 		$638K Buy
7,713
+905
+13% +$74.4K 0.27% 74
2024
Q4 		$558K Buy
6,808
+1,757
+35% +$144K 0.24% 78
2024
Q3 		$420K Buy
5,051
+430
+9% +$35.5K 0.18% 98
2024
Q2 		$377K Buy
4,621
+565
+14% +$46K 0.18% 95
2024
Q1 		$332K Buy
4,056
+277
+7% +$22.7K 0.17% 101
2023
Q4 		$310K Buy
+3,779
New +$307K 0.18% 98

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lokken Investment Group's SHY Position: Q3 2025 in Review

Lokken Investment Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 28% in Q3 2025, buying an estimated $238K and bringing the position to 13,268 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #66.

Lokken Investment Group first reported a position in SHY in Q4 2023 and has held it in 8 quarters since. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Lokken Investment Group held 13,268 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q3 2025.
  • Lokken Investment Group bought 2,878 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $238K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.38% of Lokken Investment Group's portfolio in Q3 2025, its #66 holding.
  • Lokken Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.