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

Lion Street 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 Q3	–	Sell	-3,940	Closed	-$326K	–	323
2025 Q2	$326K	Sell	3,940 -61	-2%	-$5.04K	0.1%	208
2025 Q1	$331K	Sell	4,001 -97	-2%	-$7.98K	0.11%	192
2024 Q4	$336K	Sell	4,098 -4	-0.1%	-$329	0.11%	189
2024 Q3	$341K	Buy	4,102 +11	+0.3%	+$908	0.12%	188
2024 Q2	$334K	Hold	4,091	–	–	0.12%	182
2024 Q1	$336K	Hold	4,091	–	–	0.14%	162
2023 Q4	$336K	Buy	4,091 +368	+10%	+$29.9K	0.14%	162
2023 Q3	$301K	Buy	+3,723	New	+$301K	0.1%	182
2023 Q2	–	Sell	-4,955	Closed	-$407K	–	285
2023 Q1	$407K	Buy	+4,955	New	+$404K	0.13%	141
2021 Q1	–	Sell	-3,453	Closed	-$298K	–	38
2020 Q4	$298K	Sell	3,453 -2,892	-46%	-$250K	0.73%	31
2020 Q3	$553K	Buy	+6,345	New	+$549K	1.12%	24
2020 Q2	–	Sell	-5,473	Closed	-$474K	–	342
2020 Q1	$474K	Buy	+5,473	New	+$467K	2.58%	8

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

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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

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

Lion Street Advisors's SHY Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 3,940 shares — an estimated $326K sold.

Lion Street Advisors first reported a position in SHY in Q1 2020 and held it in 12 quarters. The position peaked at $553K in Q3 2020. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Lion Street Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 3,940 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $326K.
Lion Street Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 12 quarters.
Lion Street Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $553K in Q3 2020.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.