Transce3nd’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Transce3nd’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	-1,942	Closed	-$161K	–	967
2025 Q2	$161K	Sell	1,942 -6,251	-76%	-$516K	0.07%	162
2025 Q1	$678K	Sell	8,193 -1,806	-18%	-$149K	0.3%	56
2024 Q4	$820K	Buy	+9,999	New	+$822K	0.28%	65

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Transce3nd's SHY Position: Q3 2025 in Review

Transce3nd sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 1,942 shares — an estimated $161K sold.

Transce3nd first reported a position in SHY in Q4 2024 and held it in 3 quarters. The position peaked at $820K in Q4 2024. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Transce3nd reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 1,942 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $161K.
Transce3nd first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
Transce3nd's iShares 1-3 Year Treasury Bond ETF position peaked at $820K in Q4 2024.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.