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SOL Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SOL Capital 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
-3,467
Closed -$287K – 317
2025
Q2 		$287K Buy
+3,467
New +$286K 0.03% 269

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CAPTRUST Financial Advisors
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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

SOL Capital Management's SHY Position: Q3 2025 in Review

SOL Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 3,467 shares — an estimated $287K sold.

SOL Capital Management first reported a position in SHY in Q2 2025 and held it in 1 quarter. The position peaked at $287K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • SOL Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SOL Capital Management sold 3,467 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $287K.
  • SOL Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • SOL Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $287K in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on SOL Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.