SHY — ISHARES TR

Ownership history in Kiker Wealth Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Kiker Wealth Management, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.28% (2025 Q4)
Avg. % of fund
3.07%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,287 -46,990 -95.4% 6.28% $189K $82.35
2025 Q3 ADDED 49,277 +3,515 +7.7% 2.06% $4.1M $81.48
2025 Q2 ADDED 45,762 +3,004 +7.0% 2.14% $3.8M $80.60
2025 Q1 ADDED 42,758 +5,721 +15.4% 2.41% $3.5M $79.69
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Mizuho Markets Cayman LP 3Y 6.15% Innova Wealth Partners 3Y 5.66%
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