Trivant Custom Portfolio Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Trivant Custom Portfolio Group’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 Q2	–	Sell	-22	Closed	-$1.82K	–	188
2025 Q1	$1.82K	Hold	22	–	–	﹤0.01%	181
2024 Q4	$1.8K	Hold	22	–	–	﹤0.01%	181
2024 Q3	$1.83K	Sell	22 -13	-37%	-$1.07K	﹤0.01%	159
2024 Q2	$2.86K	Sell	35 -13	-27%	-$1.06K	﹤0.01%	171
2024 Q1	$3.93K	Sell	48 -59	-55%	-$4.83K	﹤0.01%	170
2023 Q4	$8.78K	Sell	107 -27	-20%	-$2.19K	0.01%	181
2023 Q3	$10.8K	Sell	134 -452	-77%	-$36.6K	0.01%	157
2023 Q2	$47.5K	Buy	586 +100	+21%	+$8.18K	0.03%	111
2023 Q1	$39.9K	Buy	+486	New	+$39.6K	0.03%	133

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trivant Custom Portfolio Group's SHY Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 22 shares — an estimated $1.82K sold.

Trivant Custom Portfolio Group first reported a position in SHY in Q1 2023 and held it in 9 quarters. The position peaked at $47.5K in Q2 2023. 1,183 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 22 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.82K.
Trivant Custom Portfolio Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's iShares 1-3 Year Treasury Bond ETF position peaked at $47.5K in Q2 2023.
1,183 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.