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Quadcap Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quadcap Wealth Management’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
-6,534
Closed -$541K – 428
2025
Q2 		$541K Buy
+6,534
New +$539K 0.07% 250
2024
Q3 		– Sell
-5,830
Closed -$476K – 402
2024
Q2 		$476K Sell
5,830
-2,320
-28% -$189K 0.09% 250
2024
Q1 		$667K Buy
8,150
+3,425
+72% +$280K 0.15% 159
2023
Q4 		$388K Buy
+4,725
New +$384K 0.1% 236

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

Quadcap Wealth Management's SHY Position: Q3 2025 in Review

Quadcap Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 6,534 shares — an estimated $541K sold.

Quadcap Wealth Management first reported a position in SHY in Q4 2023 and held it in 4 quarters. The position peaked at $667K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Quadcap Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 6,534 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $541K.
  • Quadcap Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Quadcap Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $667K in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Quadcap Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.