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

Marks Wealth’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	-429,648	Closed	-$35.5M	–	24
2025 Q1	$35.5M	Buy	+429,648	New	+$35.3M	13.05%	2
2023 Q1	–	Sell	-97,164	Closed	-$7.89M	–	10
2022 Q4	$7.89M	Sell	97,164 -307,100	-76%	-$24.9M	32.95%	1
2022 Q3	$32.8M	Buy	+404,264	New	+$33.3M	49.28%	1

Other funds holding SHY

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

BlackRock New York $5.72T AUM 30.48% 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 $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Marks Wealth's SHY Position: Q2 2025 in Review

Marks Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 429,648 shares — an estimated $35.5M sold.

Marks Wealth first reported a position in SHY in Q3 2022 and held it in 3 quarters. The position peaked at $35.5M in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Marks Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Marks Wealth sold 429,648 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $35.5M.
Marks Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
Marks Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $35.5M in Q1 2025.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Marks Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.