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

MTC 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
-115,533
Closed -$9.47M – 14
2024
Q4 		$9.47M Sell
115,533
-1,270
-1% -$104K 4.56% 8
2024
Q3 		$9.71M Buy
116,803
+809
+0.7% +$66.7K 4.39% 10
2024
Q2 		$9.47M Sell
115,994
-5,060
-4% -$412K 4.51% 9
2024
Q1 		$9.9M Buy
121,054
+65,082
+116% +$5.33M 4.55% 10
2023
Q4 		$4.59M Buy
55,972
+80
+0.1% +$6.5K 2.14% 10
2023
Q3 		$4.53M Sell
55,892
-52,916
-49% -$4.29M 2.23% 10
2023
Q2 		$8.82M Buy
108,808
+3,783
+4% +$309K 4.26% 11
2023
Q1 		$8.63M Buy
105,025
+3,940
+4% +$321K 4.44% 11
2022
Q4 		$8.21M Sell
101,085
-3,384
-3% -$275K 4.36% 10
2022
Q3 		$8.48M Buy
104,469
+9,328
+10% +$768K 4.8% 10
2022
Q2 		$7.88M Sell
95,141
-363,130
-79% -$30.1M 4.2% 9
2022
Q1 		$38.2M Buy
458,271
+44,578
+11% +$3.77M 13.06% 2
2021
Q4 		$35.4M Buy
413,693
+16,343
+4% +$1.4M 12.73% 4
2021
Q3 		$34.2M Buy
397,350
+17,135
+5% +$1.48M 13.12% 2
2021
Q2 		$32.8K Buy
380,215
+16,819
+5% +$1.45M 0.03% 8
2021
Q1 		$31.3M Buy
+363,396
New +$31.4M 13.29% 2

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

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

MTC Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 115,533 shares — an estimated $9.47M sold.

MTC Wealth Management first reported a position in SHY in Q1 2021 and held it in 16 quarters. The position peaked at $38.2M in Q1 2022. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • MTC Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MTC Wealth Management sold 115,533 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $9.47M.
  • MTC Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 16 quarters.
  • MTC Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $38.2M in Q1 2022.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on MTC Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.