3FI
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3 Factor Indexing’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

3 Factor Indexing’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 		$14.1K Hold
172
– – 0.01% 120
2026
Q1 		$14.2K Buy
+172
New +$14.2K 0.01% 121

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3 Factor Indexing's SHY Position: Q2 2026 in Review

3 Factor Indexing held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 172 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #120.

3 Factor Indexing first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.2K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • 3 Factor Indexing held 172 shares of iShares 1-3 Year Treasury Bond ETF worth $14.1K as of Q2 2026.
  • 3 Factor Indexing left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #120 holding.
  • 3 Factor Indexing first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's iShares 1-3 Year Treasury Bond ETF position peaked at $14.2K in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.