1620 Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

1620 Investment 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
2026 Q2	$130K	Sell	1,589 -1,230	-44%	-$101K	0.08%	232
2026 Q1	$233K	Hold	2,819	–	–	0.16%	140
2025 Q4	$233K	Hold	2,819	–	–	0.16%	141
2025 Q3	$234K	Sell	2,819 -956	-25%	-$79.1K	0.16%	139
2025 Q2	$313K	Sell	3,775 -1,655	-30%	-$137K	0.22%	119
2025 Q1	$449K	Hold	5,430	–	–	0.34%	94
2024 Q4	$445K	Sell	5,430 -290	-5%	-$23.8K	0.34%	92
2024 Q3	$476K	Sell	5,720 -200	-3%	-$16.5K	0.34%	90
2024 Q2	$483K	Hold	5,920	–	–	0.37%	79
2024 Q1	$484K	Buy	5,920 +1,120	+23%	+$91.7K	0.49%	67
2023 Q4	$394K	Sell	4,800 -1,645	-26%	-$134K	0.43%	80
2023 Q3	$522K	Sell	6,445 -340	-5%	-$27.5K	0.59%	56
2023 Q2	$550K	Hold	6,785	–	–	0.6%	54
2023 Q1	$557K	Buy	+6,785	New	+$553K	0.67%	48

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

1620 Investment Advisors's SHY Position: Q2 2026 in Review

1620 Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 44% in Q2 2026, selling an estimated $101K and leaving 1,589 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #232.

1620 Investment Advisors first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $557K in Q1 2023. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

1620 Investment Advisors held 1,589 shares of iShares 1-3 Year Treasury Bond ETF worth $130K as of Q2 2026.
1620 Investment Advisors sold 1,230 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $101K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of 1620 Investment Advisors's portfolio in Q2 2026, its #232 holding.
1620 Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
1620 Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $557K in Q1 2023.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.