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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-7,200
Closed -$595K 911
2025
Q2
$595K Sell
7,200
-2,652
-27% -$219K 0.02% 476
2025
Q1
$818K Buy
9,852
+4,634
+89% +$381K 0.05% 257
2024
Q4
$427K Buy
5,218
+1,396
+37% +$115K 0.02% 395
2024
Q3
$315K Sell
3,822
-4,899
-56% -$404K 0.02% 489
2024
Q2
$712K Sell
8,721
-7,098
-45% -$578K 0.04% 307
2024
Q1
$1.29M Buy
+15,819
New +$1.29M 0.08% 202

Other funds holding SHY

Diversify Advisory Services's SHY Position: Q3 2025 in Review

Diversify Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 7,200 shares — an estimated $595K sold.

Diversify Advisory Services first reported a position in SHY in Q1 2024 and held it in 6 quarters. The position peaked at $1.29M in Q1 2024. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Diversify Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 7,200 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $595K.
  • Diversify Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 6 quarters.
  • Diversify Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $1.29M in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.