Retirement Financial Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Retirement Financial Solutions’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	-63,336	Closed	-$5.25M	–	49
2025 Q2	$5.25M	Buy	63,336 +1,263	+2%	+$104K	1.85%	18
2025 Q1	$5.14M	Buy	62,073 +11,543	+23%	+$949K	2%	18
2024 Q4	$4.14M	Sell	50,530 -3,394	-6%	-$279K	2.23%	13
2024 Q3	$4.48M	Buy	53,924 +192	+0.4%	+$15.8K	1.96%	15
2024 Q2	$4.39M	Sell	53,732 -1,297	-2%	-$106K	2.06%	15
2024 Q1	$4.5M	Sell	55,029 -5,918	-10%	-$484K	2.31%	15
2023 Q4	$5M	Sell	60,947 -1,022	-2%	-$83.1K	2.83%	14
2023 Q3	$5.02M	Sell	61,969 -16,649	-21%	-$1.35M	3.38%	12
2023 Q2	$6.37M	Buy	78,618 +9,987	+15%	+$817K	4.38%	11
2023 Q1	$5.64M	Sell	68,631 -5,908	-8%	-$482K	4.48%	11
2022 Q4	$6.05M	Buy	+74,539	New	+$6.05M	5.14%	9

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Financial Solutions's SHY Position: Q3 2025 in Review

Retirement Financial Solutions sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 63,336 shares — an estimated $5.25M sold.

Retirement Financial Solutions first reported a position in SHY in Q4 2022 and held it in 11 quarters. The position peaked at $6.37M in Q2 2023. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Retirement Financial Solutions reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Retirement Financial Solutions sold 63,336 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.25M.
Retirement Financial Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
Retirement Financial Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $6.37M in Q2 2023.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Retirement Financial Solutions's 13F filing for Q3 2025, filed 22 Oct 2025.