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Trademark Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Trademark Financial 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
Q4 		– Sell
-4,319
Closed -$358K – 101
2025
Q3 		$358K Sell
4,319
-74
-2% -$6.12K 0.21% 69
2025
Q2 		$364K Buy
+4,393
New +$363K 0.22% 65

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trademark Financial Management's SHY Position: Q4 2025 in Review

Trademark Financial Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 4,319 shares — an estimated $358K sold.

Trademark Financial Management first reported a position in SHY in Q2 2025 and held it in 2 quarters. The position peaked at $364K in Q2 2025. 1,205 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Trademark Financial Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Trademark Financial Management sold 4,319 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $358K.
  • Trademark Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Trademark Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $364K in Q2 2025.
  • 1,205 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Trademark Financial Management's 13F filing for Q4 2025, filed 28 Jan 2026.