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

Guerra Pan 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	-9,002	Closed	-$745K	–	116
2025 Q1	$745K	Sell	9,002 -73	-0.8%	-$6K	0.58%	45
2024 Q4	$744K	Hold	9,075	–	–	0.54%	48
2024 Q3	$755K	Hold	9,075	–	–	0.6%	48
2024 Q2	$741K	Hold	9,075	–	–	0.62%	45
2024 Q1	$742K	Sell	9,075 -3,595	-28%	-$294K	0.69%	42
2023 Q4	$1.04M	Hold	12,670	–	–	0.99%	32
2023 Q3	$1.03M	Hold	12,670	–	–	1.18%	29
2023 Q2	$1.03M	Buy	12,670 +694	+6%	+$56.7K	1.14%	27
2023 Q1	$984K	Hold	11,976	–	–	1.23%	25
2022 Q4	$972K	Sell	11,976 -50	-0.4%	-$4.06K	1.33%	21
2022 Q3	$974K	Hold	12,026	–	–	1.42%	21
2022 Q2	$999K	Hold	12,026	–	–	1.24%	23
2022 Q1	$1M	Sell	12,026 -54	-0.4%	-$4.56K	1.21%	28
2021 Q4	$1.03M	Buy	+12,080	New	+$1.04M	1.02%	28

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

Guerra Pan Advisors's SHY Position: Q2 2025 in Review

Guerra Pan Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 9,002 shares — an estimated $745K sold.

Guerra Pan Advisors first reported a position in SHY in Q4 2021 and held it in 14 quarters. The position peaked at $1.04M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Guerra Pan Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Guerra Pan Advisors sold 9,002 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $745K.
Guerra Pan Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 14 quarters.
Guerra Pan Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.04M in Q4 2023.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Guerra Pan Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.