Advisornet Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Buy |
152,478
+2,097
| +1% | +$174K | 0.65% | 39 |
|
|
2025
Q4 | $12.5M | Sell |
150,381
-17,137
| -10% | -$1.42M | 0.66% | 38 |
|
|
2025
Q3 | $13.9M | Sell |
167,518
-47,112
| -22% | -$3.9M | 0.79% | 35 |
|
|
2025
Q2 | $17.8M | Buy |
214,630
+25,497
| +13% | +$2.1M | 1.15% | 20 |
|
|
2025
Q1 | $15.6M | Buy |
189,133
+24,510
| +15% | +$2.02M | 1.16% | 18 |
|
|
2024
Q4 | $13.5M | Buy |
164,623
+20,176
| +14% | +$1.66M | 1.13% | 17 |
|
|
2024
Q3 | $12M | Buy |
144,447
+19,417
| +16% | +$1.6M | 0.9% | 21 |
|
|
2024
Q2 | $10.2M | Buy |
125,030
+5,573
| +5% | +$453K | 0.93% | 20 |
|
|
2024
Q1 | $9.77M | Buy |
119,457
+5,606
| +5% | +$459K | 0.94% | 21 |
|
|
2023
Q4 | $9.34M | Buy |
113,851
+64,233
| +129% | +$5.22M | 0.86% | 20 |
|
|
2023
Q3 | $4.02M | Buy |
49,618
+40,600
| +450% | +$3.29M | 0.36% | 63 |
|
|
2023
Q2 | $731K | Buy |
9,018
+1,429
| +19% | +$117K | 0.06% | 251 |
|
|
2023
Q1 | $624K | Sell |
7,589
-148
| -2% | -$12.1K | 0.06% | 262 |
|
|
2022
Q4 | $628K | Buy |
7,737
+3,600
| +87% | +$292K | 0.06% | 264 |
|
|
2022
Q3 | $336K | Buy |
4,137
+1,260
| +44% | +$104K | 0.03% | 394 |
|
|
2022
Q2 | $238K | Sell |
2,877
-355
| -11% | -$29.4K | 0.02% | 471 |
|
|
2022
Q1 | $269K | Sell |
3,232
-516
| -14% | -$43.6K | 0.02% | 489 |
|
|
2021
Q4 | $321K | Sell |
3,748
-1,488
| -28% | -$128K | 0.02% | 490 |
|
|
2021
Q3 | $451K | Buy |
5,236
+463
| +10% | +$39.9K | 0.03% | 383 |
|
|
2021
Q2 | $411K | Sell |
4,773
-1,120
| -19% | -$96.6K | 0.03% | 414 |
|
|
2021
Q1 | $508K | Buy |
5,893
+2
| +0% | +$173 | 0.04% | 361 |
|
|
2020
Q4 | $509K | Sell |
5,891
-984
| -14% | -$85K | 0.04% | 338 |
|
|
2020
Q3 | $595K | Buy |
6,875
+849
| +14% | +$73.5K | 0.05% | 315 |
|
|
2020
Q2 | $522K | Buy |
6,026
+666
| +12% | +$57.7K | 0.04% | 328 |
|
|
2020
Q1 | $465K | Sell |
5,360
-4,840
| -47% | -$413K | 0.04% | 326 |
|
|
2019
Q4 | $863K | Buy |
10,200
+746
| +8% | +$63.2K | 0.07% | 239 |
|
|
2019
Q3 | $802K | Buy |
9,454
+2,184
| +30% | +$185K | 0.07% | 243 |
|
|
2019
Q2 | $616K | Buy |
7,270
+2,653
| +57% | +$223K | 0.07% | 272 |
|
|
2019
Q1 | $388K | Buy |
4,617
+1,130
| +32% | +$94.6K | 0.05% | 317 |
|
|
2018
Q4 | $292K | Buy |
3,487
+1,386
| +66% | +$115K | 0.04% | 342 |
|
|
2018
Q3 | $175K | Buy |
2,101
+1,805
| +610% | +$150K | 0.02% | 445 |
|
|
2018
Q2 | $25K | Buy |
296
+12
| +4% | +$999 | ﹤0.01% | 893 |
|
|
2018
Q1 | $24K | Buy |
284
+214
| +306% | +$17.9K | ﹤0.01% | 890 |
|
|
2017
Q4 | $6K | Buy |
+70
| New | +$5.89K | ﹤0.01% | 1090 |
|
Other funds holding SHY
Advisornet Financial's SHY Position: Q1 2026 in Review
Advisornet Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.4% in Q1 2026, buying an estimated $174K and bringing the position to 152,478 shares worth $12.6M. The position accounts for 0.65% of the portfolio, ranked #39.
Advisornet Financial first reported a position in SHY in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.8M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Advisornet Financial held 152,478 shares of iShares 1-3 Year Treasury Bond ETF worth $12.6M as of Q1 2026.
- Advisornet Financial bought 2,097 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $174K.
- iShares 1-3 Year Treasury Bond ETF made up 0.65% of Advisornet Financial's portfolio in Q1 2026, its #39 holding.
- Advisornet Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $17.8M in Q2 2025.
- 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.