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Eagle Bay Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eagle Bay 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
Q1 		– Sell
-932
Closed -$76.4K – 811
2024
Q4 		$76.4K Buy
932
+13
+1% +$1.07K 0.05% 259
2024
Q3 		$76.4K Buy
+919
New +$75.8K 0.03% 361

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eagle Bay Advisors's SHY Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 932 shares — an estimated $76.4K sold.

Eagle Bay Advisors first reported a position in SHY in Q3 2024 and held it in 2 quarters. The position peaked at $76.4K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 932 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $76.4K.
  • Eagle Bay Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Eagle Bay Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $76.4K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.