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

Resurgent 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
Q3 		– Sell
-2,803
Closed -$232K – 218
2025
Q2 		$232K Buy
+2,803
New +$231K 0.13% 170
2024
Q1 		– Sell
-904
Closed -$74.2K – 430
2023
Q4 		$74.2K Sell
904
-927
-51% -$75.4K 0.05% 279
2023
Q3 		$148K Buy
1,831
+1,375
+302% +$111K 0.1% 184
2023
Q2 		$37K Sell
456
-671
-60% -$54.9K 0.02% 380
2023
Q1 		$92.6K Sell
1,127
-194
-15% -$15.8K 0.06% 238
2022
Q4 		$107K Buy
+1,321
New +$107K 0.06% 294

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resurgent Financial Advisors's SHY Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,803 shares — an estimated $232K sold.

Resurgent Financial Advisors first reported a position in SHY in Q4 2022 and held it in 6 quarters. The position peaked at $232K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Resurgent Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,803 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $232K.
  • Resurgent Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
  • Resurgent Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $232K in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.