E&G Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

E&G 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 Q2	–	Sell	-6,150	Closed	-$509K	–	215
2025 Q1	$509K	Hold	6,150	–	–	0.14%	123
2024 Q4	$504K	Hold	6,150	–	–	0.14%	122
2024 Q3	$511K	Hold	6,150	–	–	0.14%	124
2024 Q2	$502K	Hold	6,150	–	–	0.15%	122
2024 Q1	$503K	Hold	6,150	–	–	0.16%	118
2023 Q4	$505K	Sell	6,150 -15,100	-71%	-$1.23M	0.18%	111
2023 Q3	$1.72M	Hold	21,250	–	–	0.63%	32
2023 Q2	$1.72M	Sell	21,250 -5,000	-19%	-$409K	0.6%	35
2023 Q1	$2.16M	Hold	26,250	–	–	0.8%	25
2022 Q4	$2.13M	Sell	26,250 -2,700	-9%	-$219K	0.8%	24
2022 Q3	$2.35M	Sell	28,950 -2,200	-7%	-$181K	0.87%	23
2022 Q2	$2.58M	Hold	31,150	–	–	0.87%	22
2022 Q1	$2.6M	Sell	31,150 -2,300	-7%	-$194K	0.71%	24
2021 Q4	$2.86M	Hold	33,450	–	–	0.71%	26
2021 Q3	$2.88M	Buy	+33,450	New	+$2.88M	0.78%	20
2021 Q2	–	Sell	-34,350	Closed	-$2.96M	–	20
2021 Q1	$2.96M	Hold	34,350	–	–	0.87%	20
2020 Q4	$2.97M	Buy	34,350 +3,050	+10%	+$263K	0.92%	18
2020 Q3	$2.71M	Buy	+31,300	New	+$2.71M	0.93%	18

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

E&G Advisors's SHY Position: Q2 2025 in Review

E&G Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 6,150 shares — an estimated $509K sold.

E&G Advisors first reported a position in SHY in Q3 2020 and held it in 18 quarters. The position peaked at $2.97M in Q4 2020. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

E&G Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
E&G Advisors sold 6,150 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $509K.
E&G Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 18 quarters.
E&G Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.97M in Q4 2020.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on E&G Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.