SHY — ISHARES TR

Ownership history in Evolution Wealth Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2018 Q4)
Avg. % of fund
0.03%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,270 — 0% 0.04% $271K $81.48
2025 Q2 ADDED 3,270 +3,123 +2124.5% 0.04% $271K $80.60
2021 Q3 REDUCED 147 -510 -77.6% 0.00% $13K $75.88
2019 Q4 REDUCED 657 -798 -54.8% 0.01% $56K $73.72
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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