Rinkey Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rinkey Investments’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	-2,945	Closed	-$244K	–	109
2025 Q1	$244K	Buy	+2,945	New	+$242K	0.08%	81
2023 Q1	–	Sell	-37,157	Closed	-$3.02M	–	58
2022 Q4	$3.02M	Sell	37,157 -62,088	-63%	-$5.04M	1.81%	13
2022 Q3	$8.06M	Buy	99,245 +29,406	+42%	+$2.42M	6.09%	5
2022 Q2	$5.79M	Buy	+69,839	New	+$5.79M	5.11%	5
2022 Q1	–	Sell	-151	Closed	-$12K	–	210
2021 Q4	$12K	Buy	+151	New	+$13K	0.01%	144

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

Rinkey Investments's SHY Position: Q2 2025 in Review

Rinkey Investments sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,945 shares — an estimated $244K sold.

Rinkey Investments first reported a position in SHY in Q4 2021 and held it in 5 quarters. The position peaked at $8.06M in Q3 2022. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Rinkey Investments reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Rinkey Investments sold 2,945 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $244K.
Rinkey Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
Rinkey Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $8.06M in Q3 2022.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Rinkey Investments's 13F filing for Q2 2025, filed 13 Aug 2025.