AIM
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Advyzon Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Advyzon Investment 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
-2,704
Closed -$224K – 496
2025
Q2 		$224K Buy
+2,704
New +$223K 0.05% 340

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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return

Advyzon Investment Management's SHY Position: Q3 2025 in Review

Advyzon Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,704 shares — an estimated $224K sold.

Advyzon Investment Management first reported a position in SHY in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Advyzon Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 2,704 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $224K.
  • Advyzon Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Advyzon Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $224K in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Advyzon Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.