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

Willow Creek 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 Q3	$227K	Hold	2,731	–	–	0.02%	166
2025 Q2	$226K	Hold	2,731	–	–	0.02%	157
2025 Q1	$226K	Hold	2,731	–	–	0.02%	144
2024 Q4	$224K	Sell	2,731 -806	-23%	-$66.3K	0.02%	145
2024 Q3	$294K	Hold	3,537	–	–	0.03%	131
2024 Q2	$289K	Hold	3,537	–	–	0.03%	126
2024 Q1	$289K	Sell	3,537 -136	-4%	-$11.1K	0.03%	124
2023 Q4	$301K	Hold	3,673	–	–	0.04%	114
2023 Q3	$297K	Buy	3,673 +611	+20%	+$49.5K	0.04%	105
2023 Q2	$248K	Buy	3,062 +59	+2%	+$4.82K	0.04%	125
2023 Q1	$247K	Sell	3,003 -221	-7%	-$18K	0.04%	115
2022 Q4	$262K	Buy	3,224 +493	+18%	+$40K	0.04%	108
2022 Q3	$222K	Buy	+2,731	New	+$225K	0.04%	110

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Willow Creek Wealth Management's SHY Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2025 at 2,731 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #166.

Willow Creek Wealth Management first reported a position in SHY in Q3 2022 and has held it in 13 quarters since. The position peaked at $301K in Q4 2023. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Willow Creek Wealth Management held 2,731 shares of iShares 1-3 Year Treasury Bond ETF worth $227K as of Q3 2025.
Willow Creek Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #166 holding.
Willow Creek Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Willow Creek Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $301K in Q4 2023.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.