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Sandbox Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sandbox Financial Partners’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
-2,531
Closed -$210K – 134
2025
Q2 		$210K Sell
2,531
-47,987
-95% -$3.96M 0.07% 114
2025
Q1 		$4.18M Buy
+50,518
New +$4.15M 1.48% 17

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

Sandbox Financial Partners's SHY Position: Q3 2025 in Review

Sandbox Financial Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,531 shares — an estimated $210K sold.

Sandbox Financial Partners first reported a position in SHY in Q1 2025 and held it in 2 quarters. The position peaked at $4.18M in Q1 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Sandbox Financial Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 2,531 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $210K.
  • Sandbox Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Sandbox Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.18M in Q1 2025.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Sandbox Financial Partners's 13F filing for Q3 2025, filed 17 Oct 2025.