Financial Advocates Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Advocates Investment Management’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	-17,621	Closed	-$1.46M	–	497
2025 Q2	$1.46M	Sell	17,621 -11,371	-39%	-$939K	0.12%	167
2025 Q1	$2.4M	Sell	28,992 -3,500	-11%	-$288K	0.17%	143
2024 Q4	$2.66M	Sell	32,492 -19,082	-37%	-$1.57M	0.15%	147
2024 Q3	$10.9M	Buy	51,574 +19,837	+63%	+$1.64M	0.61%	33
2024 Q2	$2.59M	Buy	31,737 +1,956	+7%	+$159K	0.16%	143
2024 Q1	$2.47M	Buy	29,781 +5,152	+21%	+$422K	0.14%	159
2023 Q4	$2.02M	Sell	24,629 -29,457	-54%	-$2.39M	0.13%	175
2023 Q3	$4.36M	Sell	54,086 -11,304	-17%	-$915K	0.31%	81
2023 Q2	$5.3M	Sell	65,390 -3,186	-5%	-$261K	0.38%	66
2023 Q1	$5.63M	Sell	68,576 -8,156	-11%	-$665K	0.4%	52
2022 Q4	$6.23M	Buy	76,732 +21,950	+40%	+$1.78M	0.46%	47
2022 Q3	$4.45M	Buy	54,782 +40,358	+280%	+$3.32M	0.37%	70
2022 Q2	$1.19M	Sell	14,424 -2,865	-17%	-$238K	0.1%	236
2022 Q1	$1.44M	Buy	17,289 +183	+1%	+$15.5K	0.09%	235
2021 Q4	$1.46M	Sell	17,106 -3,030	-15%	-$260K	0.09%	253
2021 Q3	$1.74M	Sell	20,136 -2,751	-12%	-$237K	0.12%	213
2021 Q2	$1.97M	Sell	22,887 -4,820	-17%	-$416K	0.13%	186
2021 Q1	$2.39M	Sell	27,707 -11,853	-30%	-$1.02M	0.17%	136
2020 Q4	$3.72M	Buy	39,560 +779	+2%	+$67.3K	0.25%	88
2020 Q3	$3.35M	Sell	38,781 -5,614	-13%	-$486K	0.29%	79
2020 Q2	$3.75M	Buy	44,395 +697	+2%	+$60.4K	0.36%	68
2020 Q1	$3.79M	Sell	43,698 -747	-2%	-$63.8K	0.54%	44
2019 Q4	$3.76M	Buy	44,445 +12,020	+37%	+$1.02M	0.4%	63
2019 Q3	$2.6M	Sell	32,425 -2,748	-8%	-$233K	0.3%	85
2019 Q2	$2.98M	Sell	35,173 -4,129	-11%	-$348K	0.35%	70
2019 Q1	$3.31M	Buy	39,302 +4,742	+14%	+$397K	0.41%	67
2018 Q4	$2.89M	Sell	34,560 -3,540	-9%	-$294K	0.39%	69
2018 Q3	$3.17M	Sell	38,100 -2,676	-7%	-$223K	0.35%	70
2018 Q2	$3.39M	Buy	40,776 +633	+2%	+$52.7K	0.41%	65
2018 Q1	$3.35M	Sell	40,143 -204	-0.5%	-$17K	0.44%	58
2017 Q4	$3.38M	Buy	+40,347	New	+$3.39M	0.46%	51

Other funds holding SHY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Financial Advocates Investment Management's SHY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 17,621 shares — an estimated $1.46M sold.

Financial Advocates Investment Management first reported a position in SHY in Q4 2017 and held it in 31 quarters. The position peaked at $10.9M in Q3 2024. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Financial Advocates Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 17,621 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.46M.
Financial Advocates Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $10.9M in Q3 2024.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.