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Williams Jones Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Williams Jones Wealth 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
Q4 		– Sell
-2,505
Closed -$208K – 537
2025
Q3 		$208K Sell
2,505
-196
-7% -$16.2K ﹤0.01% 466
2025
Q2 		$224K Buy
+2,701
New +$223K ﹤0.01% 462
2024
Q4 		– Sell
-16,072
Closed -$1.34M – 537
2024
Q3 		$1.34M Buy
+16,072
New +$1.33M 0.02% 233

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Williams Jones Wealth Management's SHY Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 2,505 shares — an estimated $208K sold.

Williams Jones Wealth Management first reported a position in SHY in Q3 2024 and held it in 3 quarters. The position peaked at $1.34M in Q3 2024. 1,205 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 2,505 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $208K.
  • Williams Jones Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
  • Williams Jones Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.34M in Q3 2024.
  • 1,205 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.