PG
SHY icon

Proffitt & Goodson’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Proffitt & Goodson’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
-120
Closed -$9.93K – 275
2025
Q1 		$9.93K Buy
+120
New +$9.87K ﹤0.01% 205

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

Proffitt & Goodson's SHY Position: Q2 2025 in Review

Proffitt & Goodson sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 120 shares — an estimated $9.93K sold.

Proffitt & Goodson first reported a position in SHY in Q1 2025 and held it in 1 quarter. The position peaked at $9.93K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Proffitt & Goodson reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 120 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $9.93K.
  • Proffitt & Goodson first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Proffitt & Goodson's iShares 1-3 Year Treasury Bond ETF position peaked at $9.93K in Q1 2025.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Proffitt & Goodson's 13F filing for Q2 2025, filed 23 Jul 2025.