Tilia Fiduciary Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tilia Fiduciary Partners’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	-4,516	Closed	-$370K	–	117
2024 Q4	$370K	Hold	4,516	–	–	0.25%	85
2024 Q3	$376K	Hold	4,516	–	–	0.26%	82
2024 Q2	$369K	Hold	4,516	–	–	0.29%	79
2024 Q1	$369K	Buy	+4,516	New	+$370K	0.3%	78
2023 Q3	–	Sell	-588	Closed	-$47.7K	–	419
2023 Q2	$47.7K	Hold	588	–	–	0.04%	222
2023 Q1	$48.3K	Hold	588	–	–	0.05%	212
2022 Q4	$47.7K	Sell	588 -172	-23%	-$14K	0.05%	206
2022 Q3	$62K	Hold	760	–	–	0.06%	178
2022 Q2	$63K	Sell	760 -45	-6%	-$3.73K	0.06%	182
2022 Q1	$67K	Hold	805	–	–	0.06%	195
2021 Q4	$69K	Buy	+805	New	+$69.1K	0.06%	193

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 $424B AUM 22.96% 1-Year Est. Return

Tilia Fiduciary Partners's SHY Position: Q1 2025 in Review

Tilia Fiduciary Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 4,516 shares — an estimated $370K sold.

Tilia Fiduciary Partners first reported a position in SHY in Q4 2021 and held it in 11 quarters. The position peaked at $376K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Tilia Fiduciary Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Tilia Fiduciary Partners sold 4,516 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $370K.
Tilia Fiduciary Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 11 quarters.
Tilia Fiduciary Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $376K in Q3 2024.
1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.