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

Moulton 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
Q1 		– Sell
-13,554
Closed -$1.11M – 43
2024
Q4 		$1.11M Buy
13,554
+2,593
+24% +$213K 0.85% 26
2024
Q3 		$904K Buy
10,961
+2,024
+23% +$167K 0.75% 27
2024
Q2 		$730K Buy
8,937
+154
+2% +$12.5K 0.66% 25
2024
Q1 		$718K Sell
8,783
-234
-3% -$19.1K 0.75% 19
2023
Q4 		$739K Buy
+9,017
New +$733K 0.95% 12
2022
Q3 		– Sell
-61,574
Closed -$5.12M – 17
2022
Q2 		$5.12M Hold
61,574
– – 5.33% 7
2022
Q1 		$5.12M Buy
+61,574
New +$5.2M 5.33% 7
2020
Q4 		– Sell
-243,045
Closed -$21M – 26
2020
Q3 		$21M Sell
243,045
-355
-0.1% -$30.7K 23.02% 1
2020
Q2 		$21.1M Buy
243,400
+924
+0.4% +$80K 26.6% 1
2020
Q1 		$21M Buy
242,476
+199,731
+467% +$17.1M 34.37% 1
2019
Q4 		$3.62M Buy
+42,745
New +$3.62M 2.99% 11

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Moulton Wealth Management's SHY Position: Q1 2025 in Review

Moulton Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 13,554 shares — an estimated $1.11M sold.

Moulton Wealth Management first reported a position in SHY in Q4 2019 and held it in 11 quarters. The position peaked at $21.1M in Q2 2020. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Moulton Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Moulton Wealth Management sold 13,554 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.11M.
  • Moulton Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
  • Moulton Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $21.1M in Q2 2020.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Moulton Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.