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Wood Tarver Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-68
Closed -$5K – 552
2025
Q2 		$5K Hold
68
– – ﹤0.01% 469
2025
Q1 		$5.63K Hold
68
– – ﹤0.01% 454
2024
Q4 		$5K Buy
+68
New +$5.59K ﹤0.01% 448

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wood Tarver Financial Group's SHY Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 68 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in SHY in Q4 2024 and held it in 3 quarters. The position peaked at $5.63K in Q1 2025. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 68 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.63K in Q1 2025.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.