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

Maxele 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	$1.56M	Sell	18,778 -34	-0.2%	-$2.82K	1.26%	24
2025 Q3	$1.56M	Buy	18,812 +863	+5%	+$71.4K	1.35%	20
2025 Q2	$1.49M	Sell	17,949 -1,008	-5%	-$83.2K	1.3%	20
2025 Q1	$1.57M	Sell	18,957 -67	-0.4%	-$5.51K	1.52%	19
2024 Q4	$1.56M	Buy	+19,024	New	+$1.56M	1.49%	18
2022 Q3	$2.53M	Sell	31,165 -1,166	-4%	-$96K	4.25%	6
2022 Q2	$2.68M	Sell	32,331 -5,346	-14%	-$443K	4.2%	6
2022 Q1	$3.14M	Sell	37,677 -9,157	-20%	-$774K	3.9%	6
2021 Q4	$4.01M	Buy	+46,834	New	+$4.02M	4.63%	3

Other funds holding SHY

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return