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

Evolution 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 Q4	–	Sell	-3,270	Closed	-$271K	–	174
2025 Q3	$271K	Hold	3,270	–	–	0.04%	137
2025 Q2	$271K	Buy	+3,270	New	+$270K	0.04%	137
2021 Q4	–	Sell	-147	Closed	-$13K	–	543
2021 Q3	$13K	Buy	+147	New	+$12.7K	﹤0.01%	372
2020 Q1	–	Sell	-657	Closed	-$56K	–	597
2019 Q4	$56K	Buy	+657	New	+$55.7K	0.01%	141
2019 Q1	–	Sell	-1,455	Closed	-$122K	–	144
2018 Q4	$122K	Buy	+1,455	New	+$121K	0.06%	71

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evolution Wealth Advisors's SHY Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 3,270 shares — an estimated $271K sold.

Evolution Wealth Advisors first reported a position in SHY in Q4 2018 and held it in 5 quarters. The position peaked at $271K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Evolution Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 3,270 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $271K.
Evolution Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
Evolution Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $271K in Q3 2025.
1,205 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.