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

Avalon 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
Q1 		– Sell
-6,402
Closed -$525K – 151
2024
Q4 		$525K Sell
6,402
-26,471
-81% -$2.18M 0.17% 82
2024
Q3 		$2.73M Buy
32,873
+2,197
+7% +$181K 0.83% 30
2024
Q2 		$2.5M Buy
+30,676
New +$2.5M 0.79% 27
2016
Q1 		– Sell
-4,899
Closed -$413K – 90
2015
Q4 		$413K Buy
4,899
+200
+4% +$16.9K 0.37% 51
2015
Q3 		$399K Buy
4,699
+1,500
+47% +$127K 0.37% 51
2015
Q2 		$271K Sell
3,199
-50
-2% -$4.24K 0.25% 57
2015
Q1 		$276K Sell
3,249
-50
-2% -$4.24K 0.22% 57
2014
Q4 		$279K Sell
3,299
-200
-6% -$16.9K 0.21% 55
2014
Q3 		$296K Hold
3,499
– – 0.25% 62
2014
Q2 		$296K Buy
3,499
+421
+14% +$35.6K 0.25% 81
2014
Q1 		$260K Buy
3,078
+700
+29% +$59.1K 0.21% 88
2013
Q4 		$201K Hold
2,378
– – 0.17% 95
2013
Q3 		$201K Hold
2,378
– – 0.2% 81
2013
Q2 		$200K Buy
+2,378
New +$201K 0.2% 69

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avalon Capital Management's SHY Position: Q1 2025 in Review

Avalon Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 6,402 shares — an estimated $525K sold.

Avalon Capital Management first reported a position in SHY in Q2 2013 and held it in 14 quarters. The position peaked at $2.73M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Avalon Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avalon Capital Management sold 6,402 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $525K.
  • Avalon Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 14 quarters.
  • Avalon Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.73M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Avalon Capital Management's 13F filing for Q1 2025, filed 7 May 2025.