AAMA
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Advanced Asset Management Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Advanced Asset Management 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 		$1.05M Buy
12,760
+93
+0.7% +$7.65K 0.28% 41
2026
Q1 		$1.05M Buy
12,667
+89
+0.7% +$7.37K 0.29% 40
2025
Q4 		$1.04M Sell
12,578
-545
-4% -$45.2K 0.28% 41
2025
Q3 		$1.09M Sell
13,123
-2,466
-16% -$204K 0.29% 41
2025
Q2 		$1.29M Sell
15,589
-667
-4% -$55.1K 0.35% 41
2025
Q1 		$1.34M Buy
16,256
+685
+4% +$56.3K 0.37% 44
2024
Q4 		$1.28M Buy
15,571
+5,887
+61% +$484K 0.33% 46
2024
Q3 		$791K Hold
9,684
– – 0.21% 48
2024
Q2 		$791K Sell
9,684
-524
-5% -$42.6K 0.21% 49
2024
Q1 		$835K Buy
10,208
+1,581
+18% +$129K 0.21% 51
2023
Q4 		$708K Buy
8,627
+128
+2% +$10.4K 0.17% 53
2023
Q3 		$688K Sell
8,499
-116
-1% -$9.39K 0.16% 55
2023
Q2 		$699K Buy
8,615
+174
+2% +$14.2K 0.16% 55
2023
Q1 		$694K Sell
8,441
-30,057
-78% -$2.45M 0.17% 57
2022
Q4 		$3.12M Buy
38,498
+26
+0.1% +$2.11K 0.78% 46
2022
Q3 		$3.12M Buy
38,472
+2
+0% +$165 0.86% 45
2022
Q2 		$3.19M Sell
38,470
-4,316
-10% -$358K 0.82% 46
2022
Q1 		$3.57M Sell
42,786
-4,701
-10% -$397K 0.78% 45
2021
Q4 		$4.06M Sell
47,487
-154,459
-76% -$13.2M 0.84% 43
2021
Q3 		$17.4M Sell
201,946
-580
-0.3% -$50K 3.73% 7
2021
Q2 		$17.4M Buy
202,526
+187
+0.1% +$16.1K 3.69% 7
2021
Q1 		$17.5M Sell
202,339
-24,655
-11% -$2.13M 3.89% 7
2020
Q4 		$19.6M Buy
226,994
+32,450
+17% +$2.8M 4.58% 7
2020
Q3 		$16.8M Buy
194,544
+69,524
+56% +$6.02M 4.47% 7
2020
Q2 		$10.8M Buy
125,020
+103,332
+476% +$8.95M 3.17% 6
2020
Q1 		$1.88M Buy
21,688
+287
+1% +$24.5K 0.65% 46
2019
Q4 		$1.81M Buy
21,401
+87
+0.4% +$7.37K 0.55% 54
2019
Q3 		$1.81M Buy
21,314
+151
+0.7% +$12.8K 0.58% 54
2019
Q2 		$1.79M Buy
21,163
+14,387
+212% +$1.21M 0.62% 44
2019
Q1 		$570K Sell
6,776
-6,155
-48% -$515K 0.2% 81
2018
Q4 		$1.08M Buy
+12,931
New +$1.07M 0.35% 70
2018
Q3 		– Sell
-12,546
Closed -$1.05M – 118
2018
Q2 		$1.05M Buy
12,546
+4,170
+50% +$347K 0.34% 63
2018
Q1 		$700K Sell
8,376
-24
-0.3% -$2K 0.23% 81
2017
Q4 		$704K Buy
+8,400
New +$707K 0.23% 84

Other funds holding SHY

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

Advanced Asset Management Advisors's SHY Position: Q2 2026 in Review

Advanced Asset Management Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.73% in Q2 2026, buying an estimated $7.65K and bringing the position to 12,760 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #41.

Advanced Asset Management Advisors first reported a position in SHY in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.6M in Q4 2020. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Advanced Asset Management Advisors held 12,760 shares of iShares 1-3 Year Treasury Bond ETF worth $1.05M as of Q2 2026.
  • Advanced Asset Management Advisors bought 93 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.65K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.28% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #41 holding.
  • Advanced Asset Management Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Advanced Asset Management Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $19.6M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.