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 – 973
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return