MI
SHY icon

Motiv8 Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Motiv8 Investments’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
Q4 		– Sell
-28,008
Closed -$2.32M – 972
2025
Q3 		$2.32M Buy
28,008
+5,095
+22% +$421K 1.24% 21
2025
Q2 		$1.9M Sell
22,913
-5,598
-20% -$462K 1.16% 23
2025
Q1 		$2.36M Buy
28,511
+5,355
+23% +$440K 1.56% 14
2024
Q4 		$1.9M Sell
23,156
-2,490
-10% -$205K 1.33% 20
2024
Q3 		$2.13M Sell
25,646
-3,129
-11% -$258K 1.44% 15
2024
Q2 		$2.35M Sell
28,775
-8,939
-24% -$727K 1.75% 15
2024
Q1 		$3.08M Buy
37,714
+12,015
+47% +$983K 2.4% 11
2023
Q4 		$2.11M Buy
+25,699
New +$2.09M 1.88% 14

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Motiv8 Investments's SHY Position: Q4 2025 in Review

Motiv8 Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 28,008 shares — an estimated $2.32M sold.

Motiv8 Investments first reported a position in SHY in Q4 2023 and held it in 8 quarters. The position peaked at $3.08M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Motiv8 Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Motiv8 Investments sold 28,008 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.32M.
  • Motiv8 Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Motiv8 Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $3.08M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.