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Davis Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Davis Wealth Advisors’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
-2,858
Closed -$237K – 74
2025
Q2 		$237K Buy
2,858
+29
+1% +$2.39K 0.25% 60
2025
Q1 		$234K Buy
2,829
+18
+0.6% +$1.48K 0.26% 55
2024
Q4 		$230K Buy
+2,811
New +$231K 0.25% 57

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

Davis Wealth Advisors's SHY Position: Q3 2025 in Review

Davis Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,858 shares — an estimated $237K sold.

Davis Wealth Advisors first reported a position in SHY in Q4 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2025. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Davis Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Davis Wealth Advisors sold 2,858 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $237K.
  • Davis Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Davis Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $237K in Q2 2025.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Davis Wealth Advisors's 13F filing for Q3 2025, filed 1 Sep 2026.