Simplex Trading
SHY icon

Simplex Trading’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Simplex Trading’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
-8,405
Closed -$695K – 9634
2025
Q1 		$695K Sell
8,405
-2,628
-24% -$216K ﹤0.01% 3047
2024
Q4 		$904K Buy
+11,033
New +$907K ﹤0.01% 2939
2024
Q3 		– Sell
-10,864
Closed -$887K – 9476
2024
Q2 		$887K Buy
10,864
+8,235
+313% +$670K ﹤0.01% 3043
2024
Q1 		$214K Buy
+2,629
New +$215K ﹤0.01% 4777
2023
Q3 		– Sell
-18,140
Closed -$1.47M – 9710
2023
Q2 		$1.47M Sell
18,140
-12,344
-40% -$1.01M ﹤0.01% 2229
2023
Q1 		$2.5M Buy
+30,484
New +$2.48M ﹤0.01% 1767
2022
Q2 		– Sell
-45,400
Closed -$3.78M – 10977
2022
Q1 		$3.78M Buy
+45,400
New +$3.84M ﹤0.01% 1488
2021
Q2 		– Sell
-100
Closed – – 10641
2021
Q1 		$0 Sell
100
-500
-83% -$43.2K ﹤0.01% 9902
2020
Q4 		$51K Buy
600
+500
+500% +$43.2K ﹤0.01% 6159
2020
Q3 		$8K Hold
100
– – ﹤0.01% 6908
2020
Q2 		$8K Sell
100
-1,100
-92% -$95.3K ﹤0.01% 6769
2020
Q1 		$104K Sell
1,200
-51,023
-98% -$4.36M ﹤0.01% 4335
2019
Q4 		$4.42M Buy
52,223
+51,525
+7,382% +$4.37M 0.01% 880
2019
Q3 		$59K Buy
+698
New +$59.2K ﹤0.01% 4858
2018
Q3 		– Sell
-528
Closed -$44K – 7985
2018
Q2 		$44K Buy
+528
New +$44K ﹤0.01% 5186
2017
Q4 		– Sell
-423
Closed -$35K – 6608
2017
Q3 		$35K Buy
+423
New +$35.8K ﹤0.01% 2629

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

Simplex Trading's SHY Position: Q2 2025 in Review

Simplex Trading sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 8,405 shares — an estimated $695K sold.

Simplex Trading first reported a position in SHY in Q3 2017 and held it in 16 quarters. The position peaked at $4.42M in Q4 2019. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Simplex Trading reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 8,405 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $695K.
  • Simplex Trading first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and held it in 16 quarters.
  • Simplex Trading's iShares 1-3 Year Treasury Bond ETF position peaked at $4.42M in Q4 2019.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.