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

Watchman 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
-130,195
Closed -$10.8M – 84
2025
Q1 		$10.8M Sell
130,195
-288,881
-69% -$23.8M 3.02% 9
2024
Q4 		$34.4M Buy
419,076
+21,917
+6% +$1.8M 9.02% 1
2024
Q3 		$33M Buy
397,159
+61,263
+18% +$5.05M 8.61% 1
2024
Q2 		$27.4M Buy
335,896
+318,950
+1,882% +$26M 8.76% 2
2024
Q1 		$1.39M Sell
16,946
-491
-3% -$40.2K 0.42% 50
2023
Q4 		$1.43M Buy
17,437
+9,237
+113% +$751K 0.47% 49
2023
Q3 		$664K Buy
+8,200
New +$664K 0.28% 50

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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

Watchman Group's SHY Position: Q2 2025 in Review

Watchman Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 130,195 shares — an estimated $10.8M sold.

Watchman Group first reported a position in SHY in Q3 2023 and held it in 7 quarters. The position peaked at $34.4M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Watchman Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Watchman Group sold 130,195 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $10.8M.
  • Watchman Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 7 quarters.
  • Watchman Group's iShares 1-3 Year Treasury Bond ETF position peaked at $34.4M in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

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