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

LifeGuide Financial 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
-26,049
Closed -$2.15M – 50
2025
Q3 		$2.15M Sell
26,049
-2
-0% -$165 0.79% 17
2025
Q2 		$2.16M Sell
26,051
-1,738
-6% -$143K 0.8% 17
2025
Q1 		$2.3M Sell
27,789
-710
-2% -$58.4K 0.94% 14
2024
Q4 		$2.34M Buy
28,499
+3,679
+15% +$302K 1% 13
2024
Q3 		$2.06M Buy
24,820
+976
+4% +$80.5K 0.88% 13
2024
Q2 		$1.95M Buy
23,844
+681
+3% +$55.4K 0.95% 13
2024
Q1 		$1.89M Buy
23,163
+166
+0.7% +$13.6K 0.95% 13
2023
Q4 		$1.89M Sell
22,997
-793
-3% -$64.5K 1% 12
2023
Q3 		$1.93M Buy
23,790
+3,954
+20% +$320K 1.13% 13
2023
Q2 		$1.61M Buy
19,836
+4,476
+29% +$366K 1.09% 12
2023
Q1 		$1.26M Sell
15,360
-721
-4% -$58.8K 1.02% 11
2022
Q4 		$1.31M Sell
16,081
-640
-4% -$51.9K 1.13% 8
2022
Q3 		$1.36M Sell
16,721
-336
-2% -$27.7K 1.33% 6
2022
Q2 		$1.41M Sell
17,057
-3,594
-17% -$298K 1.29% 7
2022
Q1 		$1.72M Buy
20,651
+493
+2% +$41.7K 1.33% 10
2021
Q4 		$1.72M Buy
+20,158
New +$1.73M 1.29% 9

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifeGuide Financial Advisors's SHY Position: Q4 2025 in Review

LifeGuide Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 26,049 shares — an estimated $2.15M sold.

LifeGuide Financial Advisors first reported a position in SHY in Q4 2021 and held it in 16 quarters. The position peaked at $2.34M in Q4 2024. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • LifeGuide Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 26,049 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.15M.
  • LifeGuide Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 16 quarters.
  • LifeGuide Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.34M in Q4 2024.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on LifeGuide Financial Advisors's 13F filing for Q4 2025, filed 5 Jan 2026.