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

Stratos 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 Q1	–	Sell	-2,725	Closed	-$223K	–	339
2024 Q4	$223K	Buy	+2,725	New	+$224K	0.01%	253
2020 Q1	–	Sell	-2,904	Closed	-$246K	–	117
2019 Q4	$246K	Buy	2,904 +18	+0.6%	+$1.52K	0.11%	102
2019 Q3	$245K	Buy	2,886 +16	+0.6%	+$1.36K	0.14%	76
2019 Q2	$243K	Sell	2,870 -409	-12%	-$34.4K	0.15%	70
2019 Q1	$276K	Buy	+3,279	New	+$275K	0.22%	61

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Investment Management's SHY Position: Q1 2025 in Review

Stratos Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,725 shares — an estimated $223K sold.

Stratos Investment Management first reported a position in SHY in Q1 2019 and held it in 5 quarters. The position peaked at $276K in Q1 2019. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Stratos Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Stratos Investment Management sold 2,725 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $223K.
Stratos Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 5 quarters.
Stratos Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $276K in Q1 2019.
1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Stratos Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.