BOLTON SECURITIES CORPORATION’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BOLTON SECURITIES CORPORATION’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	$4.93M	Buy	+59,532	New	+$4.9M	0.29%	83

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

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHY Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025: 59,532 shares worth $4.93M. The stake represents 0.29% of the portfolio and ranks #83 among its holdings.

1,173 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

BOLTON SECURITIES CORPORATION held 59,532 shares of iShares 1-3 Year Treasury Bond ETF worth $4.93M as of Q1 2025.
iShares 1-3 Year Treasury Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.29% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #83 holding.
1,173 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.