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REAP Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

REAP Financial Group’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
Q1 		– Sell
-1,457
Closed -$119K – 665
2024
Q4 		$119K Hold
1,457
– – 0.03% 147
2024
Q3 		$121K Sell
1,457
-60
-4% -$4.95K 0.03% 146
2024
Q2 		$124K Sell
1,517
-755
-33% -$61.4K 0.03% 141
2024
Q1 		$186K Buy
2,272
+4
+0.2% +$327 0.05% 128
2023
Q4 		$186K Buy
+2,268
New +$184K 0.05% 142

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

REAP Financial Group's SHY Position: Q1 2025 in Review

REAP Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 1,457 shares — an estimated $119K sold.

REAP Financial Group first reported a position in SHY in Q4 2023 and held it in 5 quarters. The position peaked at $186K in Q4 2023. 1,170 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • REAP Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • REAP Financial Group sold 1,457 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $119K.
  • REAP Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
  • REAP Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $186K in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on REAP Financial Group's 13F filing for Q1 2025, filed 14 May 2025.