WFA Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WFA Asset Management’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	-470	Closed	-$38.4K	–	234
2025 Q1	$38.4K	Buy	+470	New	+$38.7K	0.02%	117
2024 Q2	–	Sell	-470	Closed	-$38.4K	–	235
2024 Q1	$38.4K	Buy	470 +3	+0.6%	+$246	0.02%	118
2023 Q4	$38.3K	Buy	467 +4	+0.9%	+$325	0.02%	105
2023 Q3	$37.5K	Hold	463	–	–	0.02%	108
2023 Q2	$37.5K	Hold	463	–	–	0.02%	114
2023 Q1	$38K	Buy	+463	New	+$37.7K	0.02%	112

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA Asset Management's SHY Position: Q2 2025 in Review

WFA Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 470 shares — an estimated $38.4K sold.

WFA Asset Management first reported a position in SHY in Q1 2023 and held it in 6 quarters. The position peaked at $38.4K in Q1 2025. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

WFA Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
WFA Asset Management sold 470 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $38.4K.
WFA Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
WFA Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $38.4K in Q1 2025.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on WFA Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.