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McAdam LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

McAdam LLC’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
Q1 		– Sell
-25,836
Closed -$2.12M – 383
2024
Q4 		$2.12M Sell
25,836
-12,554
-33% -$1.03M 0.12% 92
2024
Q3 		$3.19M Buy
+38,390
New +$3.17M 0.18% 72
2018
Q4 		– Sell
-233
Closed -$19K – 511
2018
Q3 		$19K Hold
233
– – 0.01% 268
2018
Q2 		$19K Buy
233
+11
+5% +$916 0.01% 251
2018
Q1 		$19K Buy
+222
New +$18.6K 0.01% 252

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McAdam LLC's SHY Position: Q1 2025 in Review

McAdam LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 25,836 shares — an estimated $2.12M sold.

McAdam LLC first reported a position in SHY in Q1 2018 and held it in 5 quarters. The position peaked at $3.19M in Q3 2024. 1,169 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • McAdam LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • McAdam LLC sold 25,836 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.12M.
  • McAdam LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 5 quarters.
  • McAdam LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $3.19M in Q3 2024.
  • 1,169 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.