Avantax Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Avantax Advisory Services’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 Q2	$6.23M	Sell	75,168 -14,023	-16%	-$1.16M	0.03%	383
2025 Q1	$7.38M	Sell	89,191 -10,320	-10%	-$849K	0.04%	316
2024 Q4	$8.16M	Sell	99,511 -4,873	-5%	-$401K	0.05%	271
2024 Q3	$8.68M	Buy	104,384 +8,138	+8%	+$671K	0.06%	258
2024 Q2	$7.86M	Buy	96,246 +38,000	+65%	+$3.09M	0.06%	259
2024 Q1	$4.76M	Sell	58,246 -44,837	-43%	-$3.67M	0.04%	316
2023 Q4	$8.46M	Buy	103,083 +32,202	+45%	+$2.62M	0.08%	189
2023 Q3	$5.74M	Sell	70,881 -29,249	-29%	-$2.37M	0.06%	222
2023 Q2	$8.12M	Sell	100,130 -686	-0.7%	-$56.1K	0.09%	171
2023 Q1	$8.28M	Sell	100,816 -10,253	-9%	-$836K	0.1%	159
2022 Q4	$9.02M	Buy	111,069 +32,617	+42%	+$2.65M	0.12%	143
2022 Q3	$6.37M	Buy	78,452 +28,183	+56%	+$2.32M	0.1%	164
2022 Q2	$4.16M	Buy	50,269 +12,262	+32%	+$1.02M	0.06%	231
2022 Q1	$3.17M	Buy	38,007 +1,283	+3%	+$108K	0.04%	289
2021 Q4	$3.14M	Sell	36,724 -7,526	-17%	-$646K	0.05%	281
2021 Q3	$3.8M	Buy	44,250 +6,096	+16%	+$526K	0.06%	223
2021 Q2	$3.28M	Sell	38,154 -10,047	-21%	-$867K	0.06%	242
2021 Q1	$4.16M	Buy	48,201 +35,041	+266%	+$3.02M	0.09%	175
2020 Q4	$1.14M	Sell	13,160 -73,360	-85%	-$6.34M	0.03%	371
2020 Q3	$7.48M	Buy	86,520 +61,136	+241%	+$5.29M	0.12%	139
2020 Q2	$2.2M	Sell	25,384 -1,933	-7%	-$167K	0.06%	205
2020 Q1	$2.36M	Buy	27,317 +12,539	+85%	+$1.07M	0.07%	165
2019 Q4	$1.25M	Buy	14,778 +6,585	+80%	+$558K	0.03%	292
2019 Q3	$696K	Buy	8,193 +3,155	+63%	+$267K	0.03%	268
2019 Q2	$427K	Buy	5,038 +2,374	+89%	+$200K	0.02%	321
2019 Q1	$224K	Sell	2,664 -661	-20%	-$55.3K	0.01%	432
2018 Q4	$278K	Buy	+3,325	New	+$276K	0.05%	310

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

Avantax Advisory Services's SHY Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q2 2025, selling an estimated $1.16M and leaving 75,168 shares worth $6.23M. The position accounts for 0.03% of the portfolio, ranked #383.

Avantax Advisory Services first reported a position in SHY in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.02M in Q4 2022. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Avantax Advisory Services held 75,168 shares of iShares 1-3 Year Treasury Bond ETF worth $6.23M as of Q2 2025.
Avantax Advisory Services sold 14,023 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.16M.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #383 holding.
Avantax Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $9.02M in Q4 2022.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.