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Wolf Group Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wolf Group Capital Advisors’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
-73,269
Closed -$5.94M – 177
2024
Q4 		$5.94M Hold
73,269
– – 2.88% 7
2024
Q3 		$5.94M Buy
+73,269
New +$6.05M 2.82% 7
2024
Q2 		– Sell
-73,269
Closed -$5.94M – 138
2024
Q1 		$5.94M Hold
73,269
– – 2.82% 7
2023
Q4 		$5.94M Sell
73,269
-2,721
-4% -$221K 2.82% 7
2023
Q3 		$6.15M Buy
75,990
+3,039
+4% +$246K 2.91% 8
2023
Q2 		$5.95M Buy
72,951
+2,033
+3% +$166K 2.97% 6
2023
Q1 		$5.83M Sell
70,918
-6,409
-8% -$522K 2.9% 6
2022
Q4 		$6.28M Buy
77,327
+68,517
+778% +$5.56M 2.96% 6
2022
Q3 		$715K Sell
8,810
-730
-8% -$60.1K 0.39% 69
2022
Q2 		$790K Buy
+9,540
New +$791K 0.41% 71
2022
Q1 		– Sell
-5,985
Closed -$512K – 139
2021
Q4 		$512K Buy
+5,985
New +$513K 0.08% 114

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

Wolf Group Capital Advisors's SHY Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 73,269 shares — an estimated $5.94M sold.

Wolf Group Capital Advisors first reported a position in SHY in Q4 2021 and held it in 11 quarters. The position peaked at $6.28M in Q4 2022. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Wolf Group Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 73,269 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $5.94M.
  • Wolf Group Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 11 quarters.
  • Wolf Group Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.28M in Q4 2022.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.