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Onyx Bridge Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Onyx Bridge Wealth Group’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
-5,268
Closed -$437K – 383
2025
Q3 		$437K Buy
5,268
+128
+2% +$10.6K 0.05% 232
2025
Q2 		$426K Sell
5,140
-157
-3% -$13K 0.06% 188
2025
Q1 		$438K Sell
5,297
-461
-8% -$37.9K 0.06% 173
2024
Q4 		$472K Sell
5,758
-8
-0.1% -$658 0.07% 165
2024
Q3 		$479K Sell
5,766
-376
-6% -$31K 0.07% 164
2024
Q2 		$501K Buy
6,142
+78
+1% +$6.35K 0.08% 147
2024
Q1 		$492K Sell
6,064
-556
-8% -$45.5K 0.09% 150
2023
Q4 		$543K Sell
6,620
-1,083
-14% -$88K 0.11% 124
2023
Q3 		$624K Buy
7,703
+871
+13% +$70.5K 0.15% 112
2023
Q2 		$554K Buy
6,832
+712
+12% +$58.2K 0.13% 118
2023
Q1 		$503K Buy
6,120
+1,105
+22% +$90.1K 0.2% 90
2022
Q4 		$409K Sell
5,015
-13,235
-73% -$1.07M 0.17% 92
2022
Q3 		$1.48M Buy
+18,250
New +$1.5M 0.68% 21

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 $57.3B AUM 18.32% 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
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Onyx Bridge Wealth Group's SHY Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 5,268 shares — an estimated $437K sold.

Onyx Bridge Wealth Group first reported a position in SHY in Q3 2022 and held it in 13 quarters. The position peaked at $1.48M in Q3 2022. 1,204 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Onyx Bridge Wealth Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 5,268 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $437K.
  • Onyx Bridge Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 13 quarters.
  • Onyx Bridge Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.48M in Q3 2022.
  • 1,204 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.