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

US 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
Q1 		$6.23M Sell
75,343
-1,464
-2% -$120K 1.84% 20
2024
Q4 		$6.3M Buy
76,807
+2,992
+4% +$246K 1.94% 18
2024
Q3 		$6.14M Buy
73,815
+2,678
+4% +$221K 1.91% 18
2024
Q2 		$5.81M Buy
71,137
+9,790
+16% +$797K 1.95% 18
2024
Q1 		$5.02M Buy
61,347
+2,910
+5% +$238K 1.74% 17
2023
Q4 		$4.79M Buy
58,437
+1,488
+3% +$121K 1.79% 17
2023
Q3 		$4.61M Sell
56,949
-32,764
-37% -$2.65M 1.92% 17
2023
Q2 		$7.27M Sell
89,713
-433
-0.5% -$35.4K 3.09% 11
2023
Q1 		$7.41M Buy
90,146
+3,070
+4% +$250K 3.3% 11
2022
Q4 		$7.07M Sell
87,076
-1,552
-2% -$126K 3.55% 9
2022
Q3 		$7.2M Buy
88,628
+3,182
+4% +$262K 4.03% 10
2022
Q2 		$7.07M Sell
85,446
-3,706
-4% -$307K 3.97% 11
2022
Q1 		$7.43M Sell
89,152
-12,506
-12% -$1.06M 3.57% 12
2021
Q4 		$8.7M Buy
101,658
+18
+0% +$1.54K 3.96% 10
2021
Q3 		$8.76M Buy
101,640
+27
+0% +$2.33K 4.34% 8
2021
Q2 		$8.76M Sell
101,613
-23,538
-19% -$2.03M 4.27% 8
2021
Q1 		$10.8M Sell
125,151
-2,999
-2% -$259K 3% 10
2020
Q4 		$11.1M Buy
+128,150
New +$11.1M 3.34% 8
2016
Q2 		– Sell
-1,011
Closed -$86K – 343
2016
Q1 		$86K Buy
1,011
+158
+19% +$13.4K 0.15% 64
2015
Q4 		$72K Buy
853
+371
+77% +$31.4K 0.07% 115
2015
Q3 		$41K Buy
482
+363
+305% +$30.8K 0.07% 126
2015
Q2 		$10K Hold
119
– – 0.01% 234
2015
Q1 		$10K Hold
119
– – 0.01% 264
2014
Q4 		$10K Buy
+119
New +$10.1K 0.01% 243

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's SHY Position: Q1 2025 in Review

US Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q1 2025, selling an estimated $120K and leaving 75,343 shares worth $6.23M. The position accounts for 1.84% of the portfolio, ranked #20.

US Financial Advisors first reported a position in SHY in Q4 2014 and has held it in 24 quarters since. The position peaked at $11.1M in Q4 2020. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • US Financial Advisors held 75,343 shares of iShares 1-3 Year Treasury Bond ETF worth $6.23M as of Q1 2025.
  • US Financial Advisors sold 1,464 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $120K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.84% of US Financial Advisors's portfolio in Q1 2025, its #20 holding.
  • US Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 24 quarters since.
  • US Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $11.1M in Q4 2020.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.