Tableaux’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tableaux’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	-2,555	Closed	-$209K	–	100
2024 Q4	$209K	Buy	+2,555	New	+$210K	0.17%	67

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

Tableaux's SHY Position: Q1 2025 in Review

Tableaux sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,555 shares — an estimated $209K sold.

Tableaux first reported a position in SHY in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Tableaux reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Tableaux sold 2,555 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $209K.
Tableaux first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
Tableaux's iShares 1-3 Year Treasury Bond ETF position peaked at $209K in Q4 2024.
1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Tableaux's 13F filing for Q1 2025, filed 13 May 2025.