SFI
SHY icon

SPC Financial Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SPC Financial Inc’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 		$577K Buy
6,957
+150
+2% +$12.4K 0.05% 164
2025
Q2 		$564K Sell
6,807
-243
-3% -$20.1K 0.05% 162
2025
Q1 		$583K Buy
7,050
+677
+11% +$55.7K 0.05% 158
2024
Q4 		$522K Buy
6,373
+98
+2% +$8.06K 0.05% 162
2024
Q3 		$522K Buy
6,275
+140
+2% +$11.6K 0.05% 166
2024
Q2 		$501K Buy
6,135
+119
+2% +$9.68K 0.05% 155
2024
Q1 		$492K Buy
6,016
+349
+6% +$28.6K 0.05% 160
2023
Q4 		$465K Sell
5,667
-178
-3% -$14.5K 0.05% 154
2023
Q3 		$473K Buy
5,845
+43
+0.7% +$3.48K 0.05% 145
2023
Q2 		$470K Buy
5,802
+163
+3% +$13.3K 0.05% 144
2023
Q1 		$463K Buy
5,639
+288
+5% +$23.5K 0.05% 135
2022
Q4 		$434K Sell
5,351
-269
-5% -$21.8K 0.05% 134
2022
Q3 		$456K Sell
5,620
-332
-6% -$27.3K 0.06% 129
2022
Q2 		$493K Sell
5,952
-129
-2% -$10.7K 0.06% 129
2022
Q1 		$507K Buy
6,081
+78
+1% +$6.59K 0.06% 123
2021
Q4 		$513K Sell
6,003
-15
-0.2% -$1.29K 0.06% 121
2021
Q3 		$518K Buy
6,018
+293
+5% +$25.3K 0.06% 113
2021
Q2 		$493K Buy
5,725
+41
+0.7% +$3.54K 0.06% 113
2021
Q1 		$490K Buy
5,684
+98
+2% +$8.46K 0.06% 108
2020
Q4 		$483K Buy
5,586
+135
+2% +$11.7K 0.07% 105
2020
Q3 		$472K Buy
5,451
+230
+4% +$19.9K 0.08% 97
2020
Q2 		$452K Sell
5,221
-250
-5% -$21.7K 0.09% 90
2020
Q1 		$474K Buy
5,471
+160
+3% +$13.7K 0.12% 90
2019
Q4 		$449K Buy
+5,311
New +$450K 0.08% 96

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

SPC Financial Inc's SHY Position: Q3 2025 in Review

SPC Financial Inc increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.2% in Q3 2025, buying an estimated $12.4K and bringing the position to 6,957 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #164.

SPC Financial Inc first reported a position in SHY in Q4 2019 and has held it in 24 quarters since. The position peaked at $583K in Q1 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • SPC Financial Inc held 6,957 shares of iShares 1-3 Year Treasury Bond ETF worth $577K as of Q3 2025.
  • SPC Financial Inc bought 150 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $12.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #164 holding.
  • SPC Financial Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • SPC Financial Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $583K 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 SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.