Running Point Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Running Point Capital Advisors’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 Q4	$30K	Hold	362	–	–	0.01%	160
2025 Q3	$30K	Hold	362	–	–	0.01%	163
2025 Q2	$30K	Hold	362	–	–	0.01%	153
2025 Q1	$29.9K	Hold	362	–	–	0.01%	144
2024 Q4	$29.7K	Sell	362 -1	-0.3%	-$82	0.01%	133
2024 Q3	$30.2K	Hold	363	–	–	0.01%	122
2024 Q2	$29.7K	Hold	363	–	–	0.01%	118
2024 Q1	$29.7K	Hold	363	–	–	0.01%	116
2023 Q4	$29.8K	Hold	363	–	–	0.01%	124
2023 Q3	$29.4K	Hold	363	–	–	0.02%	121
2023 Q2	$29.4K	Hold	363	–	–	0.02%	122
2023 Q1	$29.8K	Hold	363	–	–	0.02%	120
2022 Q4	$29.5K	Hold	363	–	–	0.02%	178
2022 Q3	$29K	Sell	363 -290	-44%	-$23.9K	0.02%	169
2022 Q2	$54K	Buy	+653	New	+$54.2K	0.03%	153

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Running Point Capital Advisors's SHY Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2025 at 362 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #160.

Running Point Capital Advisors first reported a position in SHY in Q2 2022 and has held it in 15 quarters since. The position peaked at $54K in Q2 2022. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Running Point Capital Advisors held 362 shares of iShares 1-3 Year Treasury Bond ETF worth $30K as of Q4 2025.
Running Point Capital Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #160 holding.
Running Point Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
Running Point Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $54K in Q2 2022.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.