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

Wayfinding Financial’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
-1,597
Closed -$132K – 608
2025
Q1 		$132K Buy
+1,597
New +$131K 0.06% 185
2024
Q1 		– Sell
-3,988
Closed -$327K – 133
2023
Q4 		$327K Sell
3,988
-1,303
-25% -$106K 0.22% 80
2023
Q3 		$427K Buy
5,291
+597
+13% +$48.3K 0.32% 59
2023
Q2 		$380K Buy
4,694
+300
+7% +$24.5K 0.26% 60
2023
Q1 		$361K Buy
+4,394
New +$358K 0.27% 62

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

Wayfinding Financial's SHY Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 1,597 shares — an estimated $132K sold.

Wayfinding Financial first reported a position in SHY in Q1 2023 and held it in 5 quarters. The position peaked at $427K in Q3 2023. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 1,597 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $132K.
  • Wayfinding Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
  • Wayfinding Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $427K in Q3 2023.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.