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WMS Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WMS Partners’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
Q1 		– Sell
-4,583
Closed -$376K – 226
2024
Q4 		$376K Buy
4,583
+8
+0.2% +$658 0.02% 220
2024
Q3 		$380K Buy
4,575
+1,250
+38% +$103K 0.02% 209
2024
Q2 		$271K Hold
3,325
– – 0.02% 217
2024
Q1 		$272K Buy
3,325
+366
+12% +$30K 0.02% 226
2023
Q4 		$243K Buy
+2,959
New +$241K 0.02% 231
2022
Q4 		– Sell
-2,925
Closed -$238K – 291
2022
Q3 		$238K Sell
2,925
-131
-4% -$10.8K 0.03% 211
2022
Q2 		$253K Hold
3,056
– – 0.04% 200
2022
Q1 		$255K Hold
3,056
– – 0.04% 212
2021
Q4 		$261K Hold
3,056
– – 0.06% 170
2021
Q3 		$263K Buy
3,056
+230
+8% +$19.8K 0.04% 226
2021
Q2 		$243K Hold
2,826
– – 0.04% 231
2021
Q1 		$244K Hold
2,826
– – 0.06% 199
2020
Q4 		$244K Buy
2,826
+290
+11% +$25.1K 0.04% 211
2020
Q3 		$219K Hold
2,536
– – 0.04% 207
2020
Q2 		$220K Buy
+2,536
New +$220K 0.05% 198
2013
Q4 		– Sell
-4,200
Closed -$355K – 237
2013
Q3 		$355K Sell
4,200
-195
-4% -$16.4K 0.07% 135
2013
Q2 		$370K Buy
+4,395
New +$371K 0.07% 141

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMS Partners's SHY Position: Q1 2025 in Review

WMS Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 4,583 shares — an estimated $376K sold.

WMS Partners first reported a position in SHY in Q2 2013 and held it in 17 quarters. The position peaked at $380K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • WMS Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 4,583 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $376K.
  • WMS Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 17 quarters.
  • WMS Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $380K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.