SageView Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SageView Advisory Group’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	$1.16M	Sell	14,034 -1,496	-10%	-$124K	0.04%	237
2025 Q3	$1.29M	Sell	15,530 -3,422	-18%	-$283K	0.04%	235
2025 Q2	$1.56M	Buy	18,952 +7,378	+64%	+$609K	0.06%	179
2025 Q1	$958K	Buy	11,574 +608	+6%	+$50K	0.04%	233
2024 Q4	$899K	Buy	10,966 +6,166	+128%	+$507K	0.04%	237
2024 Q3	$399K	Buy	+4,800	New	+$396K	0.02%	333
2024 Q2	–	Hold	0	–	–	–	270
2023 Q4	–	Sell	-107,845	Closed	-$8.77M	–	353
2023 Q3	$8.73M	Sell	107,845 -2,913	-3%	-$236K	0.5%	30
2023 Q2	$8.98M	Sell	110,758 -1,469	-1%	-$120K	0.5%	32
2023 Q1	$9.22M	Buy	112,227 +102,327	+1,034%	+$8.34M	0.59%	28
2022 Q4	$804K	Buy	+9,900	New	+$803K	0.07%	179

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's SHY Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.6% in Q4 2025, selling an estimated $124K and leaving 14,034 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #237.

SageView Advisory Group first reported a position in SHY in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.22M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

SageView Advisory Group held 14,034 shares of iShares 1-3 Year Treasury Bond ETF worth $1.16M as of Q4 2025.
SageView Advisory Group sold 1,496 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $124K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #237 holding.
SageView Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $9.22M in Q1 2023.
1,205 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.