MTIC
SHY icon

Missouri Trust & Investment Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Missouri Trust & Investment Company’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
Q1 		– Sell
-1,230
Closed -$101K – 446
2024
Q4 		$101K Buy
+1,230
New +$101K 0.04% 159
2023
Q3 		– Sell
-111
Closed -$9.34K – 456
2023
Q2 		$9.34K Buy
+111
New +$9.08K 0.01% 329

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Missouri Trust & Investment Company's SHY Position: Q1 2025 in Review

Missouri Trust & Investment Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 1,230 shares — an estimated $101K sold.

Missouri Trust & Investment Company first reported a position in SHY in Q2 2023 and held it in 2 quarters. The position peaked at $101K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Missouri Trust & Investment Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 1,230 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $101K.
  • Missouri Trust & Investment Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Missouri Trust & Investment Company's iShares 1-3 Year Treasury Bond ETF position peaked at $101K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2025, filed 17 Apr 2025.