Lowe Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lowe Wealth 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 Q3	–	Sell	-18	Closed	-$1.45K	–	399
2025 Q2	$1.45K	Hold	18	–	–	﹤0.01%	333
2025 Q1	$1.45K	Hold	18	–	–	﹤0.01%	338
2024 Q4	$1.44K	Sell	18 -1,000	-98%	-$82.2K	﹤0.01%	332
2024 Q3	$84.6K	Sell	1,018 -17	-2%	-$1.4K	0.04%	90
2024 Q2	$84.5K	Sell	1,035 -35	-3%	-$2.85K	0.04%	88
2024 Q1	$87.5K	Sell	1,070 -280	-21%	-$22.9K	0.04%	82
2023 Q4	$111K	Hold	1,350	–	–	0.05%	75
2023 Q3	$109K	Hold	1,350	–	–	0.06%	70
2023 Q2	$109K	Hold	1,350	–	–	0.06%	75
2023 Q1	$111K	Hold	1,350	–	–	0.06%	71
2022 Q4	$110K	Buy	1,350 +1,000	+286%	+$81.1K	0.06%	69
2022 Q3	$28K	Buy	+350	New	+$28.8K	0.02%	131
2020 Q2	–	Sell	-625	Closed	-$54K	–	306
2020 Q1	$54K	Hold	625	–	–	0.04%	55
2019 Q4	$53K	Hold	625	–	–	0.03%	63
2019 Q3	$53K	Hold	625	–	–	0.03%	61
2019 Q2	$53K	Buy	625 +500	+400%	+$42.1K	0.03%	60
2019 Q1	$10K	Buy	+125	New	+$10.5K	0.01%	146

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

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

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Lowe Wealth Advisors's SHY Position: Q3 2025 in Review

Lowe Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 18 shares — an estimated $1.45K sold.

Lowe Wealth Advisors first reported a position in SHY in Q1 2019 and held it in 17 quarters. The position peaked at $111K in Q1 2023. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Lowe Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 18 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.45K.
Lowe Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 17 quarters.
Lowe Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $111K in Q1 2023.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.