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

Transform Wealth’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 		$3.54M Sell
42,845
-445
-1% -$36.6K 0.21% 85
2024
Q4 		$3.55M Buy
+43,290
New +$3.56M 0.2% 92
2022
Q4 		– Sell
-7,946
Closed -$645K – 231
2022
Q3 		$645K Sell
7,946
-256
-3% -$21.1K 0.08% 108
2022
Q2 		$679K Sell
8,202
-1,261
-13% -$105K 0.1% 107
2022
Q1 		$789K Sell
9,463
-657
-6% -$55.5K 0.09% 126
2021
Q4 		$866K Buy
10,120
+54
+0.5% +$4.63K 0.09% 124
2021
Q3 		$867K Buy
10,066
+4,498
+81% +$388K 0.1% 117
2021
Q2 		$480K Buy
5,568
+2,065
+59% +$178K 0.06% 171
2021
Q1 		$302K Buy
3,503
+82
+2% +$7.08K 0.06% 185
2020
Q4 		$296K Sell
3,421
-26
-0.8% -$2.25K 0.06% 179
2020
Q3 		$298K Sell
3,447
-1,526
-31% -$132K 0.05% 178
2020
Q2 		$431K Sell
4,973
-193
-4% -$16.7K 0.07% 158
2020
Q1 		$448K Buy
5,166
+2,758
+115% +$236K 0.1% 150
2019
Q4 		$204K Sell
2,408
-49
-2% -$4.15K 0.03% 219
2019
Q3 		$208K Sell
2,457
-3,056
-55% -$259K 0.04% 202
2019
Q2 		$468K Buy
+5,513
New +$464K 0.07% 173

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Transform Wealth's SHY Position: Q1 2025 in Review

Transform Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1% in Q1 2025, selling an estimated $36.6K and leaving 42,845 shares worth $3.54M. The position accounts for 0.21% of the portfolio, ranked #85.

Transform Wealth first reported a position in SHY in Q2 2019 and has held it in 16 quarters since. The position peaked at $3.55M in Q4 2024. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Transform Wealth held 42,845 shares of iShares 1-3 Year Treasury Bond ETF worth $3.54M as of Q1 2025.
  • Transform Wealth sold 445 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $36.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.21% of Transform Wealth's portfolio in Q1 2025, its #85 holding.
  • Transform Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 16 quarters since.
  • Transform Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $3.55M in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.