Client 1st Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Client 1st Advisory Group’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	-3,101	Closed	-$257K	–	143
2025 Q2	$257K	Hold	3,101	–	–	0.09%	110
2025 Q1	$257K	Hold	3,101	–	–	0.1%	111
2024 Q4	$254K	Buy	+3,101	New	+$255K	0.1%	115
2022 Q2	–	Sell	-2,490	Closed	-$208K	–	80
2022 Q1	$208K	Hold	2,490	–	–	0.1%	78
2021 Q4	$213K	Hold	2,490	–	–	0.1%	74
2021 Q3	$215K	Hold	2,490	–	–	0.11%	70
2021 Q2	$215K	Sell	2,490 -364	-13%	-$31.4K	0.11%	70
2021 Q1	$246K	Buy	2,854 +106	+4%	+$9.15K	0.14%	59
2020 Q4	$237K	Buy	+2,748	New	+$237K	0.15%	53

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

Client 1st Advisory Group's SHY Position: Q3 2025 in Review

Client 1st Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 3,101 shares — an estimated $257K sold.

Client 1st Advisory Group first reported a position in SHY in Q4 2020 and held it in 9 quarters. The position peaked at $257K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Client 1st Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Client 1st Advisory Group sold 3,101 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $257K.
Client 1st Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Client 1st Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $257K 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 Client 1st Advisory Group's 13F filing for Q3 2025, filed 17 Oct 2025.