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

FSA 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	-2,721	Closed	-$225K	–	197
2025 Q1	$225K	Buy	+2,721	New	+$224K	0.18%	160
2024 Q4	–	Sell	-2,645	Closed	-$219K	–	167
2024 Q3	$219K	Buy	+2,645	New	+$218K	0.22%	130

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

FSA Advisors's SHY Position: Q2 2025 in Review

FSA Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,721 shares — an estimated $225K sold.

FSA Advisors first reported a position in SHY in Q3 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

FSA Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
FSA Advisors sold 2,721 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $225K.
FSA Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
FSA Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $225K in Q1 2025.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on FSA Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.