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Perennial Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Perennial Investment Advisors’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
Q2 		– Sell
-2,711
Closed -$224K – 498
2025
Q1 		$224K Buy
+2,711
New +$223K 0.03% 380

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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

Perennial Investment Advisors's SHY Position: Q2 2025 in Review

Perennial Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,711 shares — an estimated $224K sold.

Perennial Investment Advisors first reported a position in SHY in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Perennial Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,711 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $224K.
  • Perennial Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Perennial Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $224K in Q1 2025.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.