Acima Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Acima Private Wealth’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 Q3	$248K	Buy	+3,049	New	+$249K	0.07%	103

Other funds holding SHY

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Acima Private Wealth's SHY Position: Q3 2026 in Review

Acima Private Wealth opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 3,049 shares worth $248K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings.

147 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Acima Private Wealth held 3,049 shares of iShares 1-3 Year Treasury Bond ETF worth $248K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Acima Private Wealth position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Acima Private Wealth's portfolio in Q3 2026, its #103 holding.
147 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.