United Advisor Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

United Advisor 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 Q3	–	Sell	-4,303	Closed	-$357K	–	465
2025 Q2	$357K	Buy	+4,303	New	+$355K	0.06%	288
2024 Q3	–	Sell	-2,471	Closed	-$202K	–	353
2024 Q2	$202K	Sell	2,471 -200	-7%	-$16.3K	0.06%	255
2024 Q1	$218K	Buy	+2,671	New	+$219K	0.08%	198

Other funds holding SHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

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

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

United Advisor Group's SHY Position: Q3 2025 in Review

United Advisor Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 4,303 shares — an estimated $357K sold.

United Advisor Group first reported a position in SHY in Q1 2024 and held it in 3 quarters. The position peaked at $357K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

United Advisor Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
United Advisor Group sold 4,303 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $357K.
United Advisor Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
United Advisor Group's iShares 1-3 Year Treasury Bond ETF position peaked at $357K 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 United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.