ADAR1 Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ADAR1 Capital Management’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	-53,337	Closed	-$4.42M	–	255
2025 Q2	$4.42M	Sell	53,337 -50,000	-48%	-$4.13M	0.68%	36
2025 Q1	$8.55M	Buy	+103,337	New	+$8.5M	1.59%	13
2024 Q1	–	Sell	-15,000	Closed	-$1.23M	–	287
2023 Q4	$1.23M	Buy	+15,000	New	+$1.22M	0.44%	40

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ADAR1 Capital Management's SHY Position: Q3 2025 in Review

ADAR1 Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 53,337 shares — an estimated $4.42M sold.

ADAR1 Capital Management first reported a position in SHY in Q4 2023 and held it in 3 quarters. The position peaked at $8.55M in Q1 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

ADAR1 Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
ADAR1 Capital Management sold 53,337 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $4.42M.
ADAR1 Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
ADAR1 Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.55M in Q1 2025.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on ADAR1 Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.