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

MN Wealth 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
-4,441
Closed -$367K – 117
2025
Q1 		$367K Buy
4,441
+28
+0.6% +$2.3K 0.22% 80
2024
Q4 		$362K Buy
4,413
+59
+1% +$4.85K 0.2% 71
2024
Q3 		$362K Sell
4,354
-2,417
-36% -$199K 0.21% 71
2024
Q2 		$553K Buy
+6,771
New +$551K 0.32% 61

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MN Wealth Advisors's SHY Position: Q2 2025 in Review

MN Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 4,441 shares — an estimated $367K sold.

MN Wealth Advisors first reported a position in SHY in Q2 2024 and held it in 4 quarters. The position peaked at $553K in Q2 2024. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • MN Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MN Wealth Advisors sold 4,441 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $367K.
  • MN Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • MN Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $553K in Q2 2024.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on MN Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.