PrairieView Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PrairieView Partners’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	$88K	Sell	1,065 -354	-25%	-$29.2K	0.01%	163
2025 Q1	$117K	Sell	1,419 -179	-11%	-$14.7K	0.01%	149
2024 Q4	$131K	Sell	1,598 -1,718	-52%	-$141K	0.01%	139
2024 Q3	$275K	Sell	3,316 -1,224	-27%	-$101K	0.03%	108
2024 Q2	$370K	Hold	4,540	–	–	0.04%	105
2024 Q1	$372K	Sell	4,540 -21	-0.5%	-$1.72K	0.04%	90
2023 Q4	$374K	Buy	4,561 +1,882	+70%	+$153K	0.05%	89
2023 Q3	$216K	Buy	2,679 +186	+7%	+$15.1K	0.03%	101
2023 Q2	$202K	Sell	2,493 -1,312	-34%	-$107K	0.03%	115
2023 Q1	$312K	Buy	3,805 +337	+10%	+$27.5K	0.04%	89
2022 Q4	$281K	Buy	3,468 +1,069	+45%	+$86.7K	0.04%	93
2022 Q3	$195K	Sell	2,399 -8,536	-78%	-$702K	0.03%	101
2022 Q2	$905K	Buy	10,935 +5,223	+91%	+$433K	0.14%	56
2022 Q1	$476K	Hold	5,712	–	–	0.07%	76
2021 Q4	$489K	Hold	5,712	–	–	0.07%	65
2021 Q3	$492K	Sell	5,712 -75	-1%	-$6.47K	0.07%	63
2021 Q2	$499K	Hold	5,787	–	–	0.07%	63
2021 Q1	$499K	Hold	5,787	–	–	0.08%	61
2020 Q4	$500K	Hold	5,787	–	–	0.09%	58
2020 Q3	$501K	Sell	5,787 -125	-2%	-$10.8K	0.11%	55
2020 Q2	$512K	Hold	5,912	–	–	0.11%	48
2020 Q1	$512K	Sell	5,912 -576	-9%	-$49.2K	0.13%	47
2019 Q4	$549K	Sell	6,488 -460	-7%	-$39K	0.12%	50
2019 Q3	$589K	Buy	+6,948	New	+$589K	0.14%	49
2019 Q2	–	Sell	-12,658	Closed	-$1.06M	–	47
2019 Q1	$1.06M	Buy	+12,658	New	+$1.06M	0.27%	39

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PrairieView Partners's SHY Position: Q2 2025 in Review

PrairieView Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q2 2025, selling an estimated $29.2K and leaving 1,065 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #163.

PrairieView Partners first reported a position in SHY in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.06M in Q1 2019. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

PrairieView Partners held 1,065 shares of iShares 1-3 Year Treasury Bond ETF worth $88K as of Q2 2025.
PrairieView Partners sold 354 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $29.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #163 holding.
PrairieView Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
PrairieView Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.06M in Q1 2019.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.