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Permanens Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Permanens Capital’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
Q3 		– Sell
-165,623
Closed -$13.7M – 88
2025
Q2 		$13.7M Buy
165,623
+161,960
+4,422% +$13.4M 1.87% 12
2025
Q1 		$303K Sell
3,663
-189,956
-98% -$15.6M 0.06% 56
2024
Q4 		$15.9M Buy
193,619
+102,653
+113% +$8.44M 3.03% 8
2024
Q3 		$7.56M Buy
+90,966
New +$7.51M 1.54% 11
2021
Q3 		– Sell
-874
Closed -$75K – 96
2021
Q2 		$75K Sell
874
-138
-14% -$11.9K 0.01% 58
2021
Q1 		$87K Sell
1,012
-5,915
-85% -$511K 0.02% 71
2020
Q4 		$598K Sell
6,927
-27,502
-80% -$2.38M 0.13% 43
2020
Q3 		$2.98M Sell
34,429
-1,785
-5% -$154K 1.03% 10
2020
Q2 		$3.14M Buy
36,214
+34,835
+2,526% +$3.02M 1.18% 5
2020
Q1 		$120K Sell
1,379
-9,865
-88% -$843K 0.04% 40
2019
Q4 		$952K Buy
11,244
+466
+4% +$39.5K 0.24% 22
2019
Q3 		$914K Sell
10,778
-5,348
-33% -$453K 0.26% 22
2019
Q2 		$1.37M Sell
16,126
-21,870
-58% -$1.84M 0.39% 16
2019
Q1 		$3.2M Sell
37,996
-8,657
-19% -$725K 0.95% 10
2018
Q4 		$3.9M Buy
46,653
+28,852
+162% +$2.4M 1.47% 8
2018
Q3 		$1.48M Sell
17,801
-248
-1% -$20.6K 0.5% 9
2018
Q2 		$1.5M Buy
+18,049
New +$1.5M 0.57% 9
2016
Q4 		– Sell
-19,278
Closed -$1.64M – 14
2016
Q3 		$1.64M Sell
19,278
-109
-0.6% -$9.27K 0.8% 8
2016
Q2 		$1.65M Sell
19,387
-1,023
-5% -$87K 1.01% 8
2016
Q1 		$1.74M Sell
20,410
-101,227
-83% -$8.59M 0.9% 6
2015
Q4 		$10.3M Buy
+121,637
New +$10.3M 4.32% 7

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Permanens Capital's SHY Position: Q3 2025 in Review

Permanens Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 165,623 shares — an estimated $13.7M sold.

Permanens Capital first reported a position in SHY in Q4 2015 and held it in 21 quarters. The position peaked at $15.9M in Q4 2024. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Permanens Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Permanens Capital sold 165,623 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $13.7M.
  • Permanens Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and held it in 21 quarters.
  • Permanens Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $15.9M in Q4 2024.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Permanens Capital's 13F filing for Q3 2025, filed 14 Nov 2025.