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

Mattern 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 Q3	–	Sell	-6,300	Closed	-$522K	–	165
2025 Q2	$522K	Hold	6,300	–	–	0.11%	90
2025 Q1	$521K	Sell	6,300 -1,816	-22%	-$149K	0.12%	95
2024 Q4	$665K	Sell	8,116 -4,000	-33%	-$329K	0.15%	83
2024 Q3	$1.01M	Hold	12,116	–	–	0.22%	71
2024 Q2	$989K	Buy	12,116 +12	+0.1%	+$976	0.24%	74
2024 Q1	$990K	Buy	12,104 +10	+0.1%	+$818	0.24%	87
2023 Q4	$992K	Buy	12,094 +6	+0%	+$488	0.26%	86
2023 Q3	$979K	Sell	12,088 -17	-0.1%	-$1.38K	0.29%	85
2023 Q2	$981K	Sell	12,105 -247	-2%	-$20.2K	0.29%	81
2023 Q1	$1.01M	Buy	12,352 +264	+2%	+$21.5K	0.34%	82
2022 Q4	$981K	Hold	12,088	–	–	0.4%	75
2022 Q3	$982K	Hold	12,088	–	–	0.39%	71
2022 Q2	$1M	Hold	12,088	–	–	0.39%	68
2022 Q1	$1.01M	Hold	12,088	–	–	0.33%	72
2021 Q4	$1.03M	Hold	12,088	–	–	0.3%	77
2021 Q3	$1.04M	Hold	12,088	–	–	0.35%	73
2021 Q2	$1.04M	Buy	12,088 +5,338	+79%	+$460K	0.33%	74
2021 Q1	$582K	Buy	6,750 +2,700	+67%	+$233K	0.21%	99
2020 Q4	$350K	Sell	4,050 -575	-12%	-$49.7K	0.13%	124
2020 Q3	$400K	Buy	4,625 +2,230	+93%	+$193K	0.17%	112
2020 Q2	$207K	Buy	+2,395	New	+$207K	0.1%	132

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mattern Wealth Management's SHY Position: Q3 2025 in Review

Mattern Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 6,300 shares — an estimated $522K sold.

Mattern Wealth Management first reported a position in SHY in Q2 2020 and held it in 21 quarters. The position peaked at $1.04M in Q2 2021. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Mattern Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Mattern Wealth Management sold 6,300 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $522K.
Mattern Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 21 quarters.
Mattern Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.04M in Q2 2021.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Mattern Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.