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Stolper & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stolper & Co’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
-8,250
Closed -$684K – 97
2025
Q2 		$684K Buy
8,250
+132
+2% +$10.9K 0.22% 72
2025
Q1 		$672K Buy
8,118
+98
+1% +$8.06K 0.22% 69
2024
Q4 		$657K Sell
8,020
-80
-1% -$6.58K 0.22% 69
2024
Q3 		$674K Buy
8,100
+92
+1% +$7.59K 0.22% 70
2024
Q2 		$654K Buy
8,008
+171
+2% +$13.9K 0.23% 69
2024
Q1 		$641K Buy
7,837
+212
+3% +$17.3K 0.23% 69
2023
Q4 		$626K Sell
7,625
-146
-2% -$11.9K 0.25% 66
2023
Q3 		$629K Buy
+7,771
New +$629K 0.27% 63

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 $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stolper & Co's SHY Position: Q3 2025 in Review

Stolper & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 8,250 shares — an estimated $684K sold.

Stolper & Co first reported a position in SHY in Q3 2023 and held it in 8 quarters. The position peaked at $684K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Stolper & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stolper & Co sold 8,250 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $684K.
  • Stolper & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
  • Stolper & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $684K 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 Stolper & Co's 13F filing for Q3 2025, filed 10 Oct 2025.