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Smallwood Wealth Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smallwood Wealth Investment Management’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
-64
Closed -$5.3K – 578
2025
Q2 		$5.3K Buy
+64
New +$5.28K ﹤0.01% 349

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 $6.37B AUM 47.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smallwood Wealth Investment Management's SHY Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 64 shares — an estimated $5.3K sold.

Smallwood Wealth Investment Management first reported a position in SHY in Q2 2025 and held it in 1 quarter. The position peaked at $5.3K in Q2 2025. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 64 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.3K.
  • Smallwood Wealth Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $5.3K in Q2 2025.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.