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1834 Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

1834 Investment 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
Q3 		– Sell
-3,465
Closed -$287K – 210
2025
Q2 		$287K Buy
3,465
+252
+8% +$20.8K 0.04% 190
2025
Q1 		$266K Sell
3,213
-21
-0.6% -$1.73K 0.03% 194
2024
Q4 		$265K Buy
3,234
+174
+6% +$14.3K 0.03% 198
2024
Q3 		$254K Buy
3,060
+15
+0.5% +$1.24K 0.03% 206
2024
Q2 		$249K Buy
3,045
+335
+12% +$27.3K 0.03% 202
2024
Q1 		$222K Hold
2,710
– – 0.03% 206
2023
Q4 		$222K Hold
2,710
– – 0.03% 221
2023
Q3 		$219K Buy
2,710
+159
+6% +$12.9K 0.03% 223
2023
Q2 		$207K Sell
2,551
-93
-4% -$7.6K 0.02% 228
2023
Q1 		$217K Buy
+2,644
New +$216K 0.03% 231
2022
Q3 		– Sell
-2,465
Closed -$204K – 410
2022
Q2 		$204K Hold
2,465
– – 0.03% 193
2022
Q1 		$205K Sell
2,465
-46
-2% -$3.89K 0.03% 193
2021
Q4 		$215K Buy
2,511
+65
+3% +$5.58K 0.02% 183
2021
Q3 		$211K Buy
2,446
+12
+0.5% +$1.03K 0.03% 185
2021
Q2 		$210K Buy
2,434
+213
+10% +$18.4K 0.03% 186
2021
Q1 		$192K Buy
2,221
+256
+13% +$22.1K 0.02% 202
2020
Q4 		$170K Buy
1,965
+34
+2% +$2.94K 0.02% 204
2020
Q3 		$167K Buy
1,931
+155
+9% +$13.4K 0.02% 194
2020
Q2 		$154K Sell
1,776
-230
-11% -$19.9K 0.02% 193
2020
Q1 		$174K Buy
2,006
+56
+3% +$4.78K 0.03% 188
2019
Q4 		$165K Buy
1,950
+121
+7% +$10.3K 0.03% 207
2019
Q3 		$155K Hold
1,829
– – 0.02% 215
2019
Q2 		$155K Buy
1,829
+32
+2% +$2.69K 0.02% 208
2019
Q1 		$151K Hold
1,797
– – 0.02% 209
2018
Q4 		$150K Hold
1,797
– – 0.03% 203
2018
Q3 		$149K Buy
1,797
+57
+3% +$4.74K 0.02% 215
2018
Q2 		$145K Sell
1,740
-13
-0.7% -$1.08K 0.02% 200
2018
Q1 		$146K Buy
1,753
+93
+6% +$7.77K 0.02% 190
2017
Q4 		$139K Buy
+1,660
New +$140K 0.02% 207

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

1834 Investment Advisors's SHY Position: Q3 2025 in Review

1834 Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 3,465 shares — an estimated $287K sold.

1834 Investment Advisors first reported a position in SHY in Q4 2017 and held it in 29 quarters. The position peaked at $287K in Q2 2025. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • 1834 Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • 1834 Investment Advisors sold 3,465 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $287K.
  • 1834 Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 29 quarters.
  • 1834 Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $287K in Q2 2025.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on 1834 Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.