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Vantage Financial Partners (Wisconsin)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$490K Sell
5,915
-301
-5% -$25K 0.1% 118
2025
Q3 		$516K Sell
6,216
-2,776
-31% -$230K 0.11% 109
2025
Q2 		$745K Sell
8,992
-1,785
-17% -$147K 0.17% 84
2025
Q1 		$892K Sell
10,777
-17,661
-62% -$1.45M 0.22% 65
2024
Q4 		$2.33M Buy
28,438
+10,557
+59% +$868K 0.58% 28
2024
Q3 		$1.49M Buy
17,881
+11,135
+165% +$919K 0.37% 37
2024
Q2 		$551K Buy
+6,746
New +$549K 0.14% 80

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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Vantage Financial Partners (Wisconsin)'s SHY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.8% in Q4 2025, selling an estimated $25K and leaving 5,915 shares worth $490K. The position accounts for 0.1% of the portfolio, ranked #118.

Vantage Financial Partners (Wisconsin) first reported a position in SHY in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q4 2024. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 5,915 shares of iShares 1-3 Year Treasury Bond ETF worth $490K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 301 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $25K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #118 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares 1-3 Year Treasury Bond ETF position peaked at $2.33M in Q4 2024.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.