Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-7,000	Closed	-$579K	–	556
2025 Q1	$579K	Buy	+7,000	New	+$576K	0.01%	203
2023 Q3	–	Sell	-7,080	Closed	-$574K	–	652
2023 Q2	$574K	Sell	7,080 -1,754	-20%	-$143K	0.01%	191
2023 Q1	$726K	Hold	8,834	–	–	0.01%	171
2022 Q4	$717K	Hold	8,834	–	–	0.01%	170
2022 Q3	$717K	Hold	8,834	–	–	0.01%	166
2022 Q2	$731K	Buy	+8,834	New	+$733K	0.01%	174

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $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 $666B AUM 30.12% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's SHY Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 7,000 shares — an estimated $579K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SHY in Q2 2022 and held it in 6 quarters. The position peaked at $731K in Q2 2022. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 7,000 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $579K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $731K in Q2 2022.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.