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Semmax Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Semmax Financial 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
Q2 		$48.6K Buy
588
+5
+0.9% +$413 0.01% 184
2025
Q1 		$48.1K Buy
583
+5
+0.9% +$411 0.01% 168
2024
Q4 		$47.4K Buy
578
+5
+0.9% +$411 0.01% 159
2024
Q3 		$46.9K Sell
573
-29
-5% -$2.39K 0.01% 152
2024
Q2 		$49.7K Buy
602
+33
+6% +$2.69K 0.01% 152
2024
Q1 		$46.3K Buy
569
+5
+0.9% +$409 0.02% 149
2023
Q4 		$46K Buy
564
+3
+0.5% +$244 0.02% 144
2023
Q3 		$45.5K Buy
+561
New +$45.4K 0.02% 122
2022
Q4 		$9.58M Buy
117,312
+1,744
+2% +$141K 3.82% 4
2022
Q3 		$9.32M Buy
115,568
+85,300
+282% +$7.02M 3.95% 4
2022
Q2 		$2.5M Buy
30,268
+16,581
+121% +$1.38M 1.02% 40
2022
Q1 		$1.14M Buy
13,687
+11,147
+439% +$942K 0.45% 68
2021
Q4 		$217K Buy
2,540
+757
+42% +$64.9K 0.08% 104
2021
Q3 		$154K Sell
1,783
-926
-34% -$79.8K 0.05% 106
2021
Q2 		$233K Sell
2,709
-116
-4% -$10K 0.07% 103
2021
Q1 		$244K Sell
2,825
-430
-13% -$37.1K 0.09% 100
2020
Q4 		$281K Buy
3,255
+1,341
+70% +$116K 0.12% 97
2020
Q3 		$166K Buy
1,914
+440
+30% +$38.1K 0.08% 93
2020
Q2 		$128K Sell
1,474
-1,002
-40% -$86.8K 0.07% 95
2020
Q1 		$215K Sell
2,476
-14,114
-85% -$1.21M 0.14% 89
2019
Q4 		$1.4M Sell
16,590
-12,996
-44% -$1.1M 0.77% 49
2019
Q3 		$2.51M Sell
29,586
-7,094
-19% -$601K 1.5% 21
2019
Q2 		$3.11M Buy
36,680
+22,221
+154% +$1.87M 2.01% 9
2019
Q1 		$1.22M Buy
14,459
+13,650
+1,687% +$1.14M 0.84% 26
2018
Q4 		$68K Buy
+809
New +$67.2K 0.05% 177

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Semmax Financial Advisors's SHY Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.86% in Q2 2025, buying an estimated $413 and bringing the position to 588 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #184.

Semmax Financial Advisors first reported a position in SHY in Q4 2018 and has held it in 25 quarters since. The position peaked at $9.58M in Q4 2022. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Semmax Financial Advisors held 588 shares of iShares 1-3 Year Treasury Bond ETF worth $48.6K as of Q2 2025.
  • Semmax Financial Advisors bought 5 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $413.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #184 holding.
  • Semmax Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $9.58M in Q4 2022.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.