Alliance Wealth Advisors (Utah)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alliance Wealth Advisors (Utah)’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	$418K	Buy	5,092 +1,008	+25%	+$82.9K	0.08%	158
2026 Q1	$337K	Buy	+4,084	New	+$338K	0.07%	177
2025 Q3	–	Sell	-91,923	Closed	-$7.62M	–	301
2025 Q2	$7.62M	Buy	91,923 +63,014	+218%	+$5.2M	1.83%	5
2025 Q1	$2.39M	Sell	28,909 -14,438	-33%	-$1.19M	0.62%	54
2024 Q4	$3.55M	Buy	+43,347	New	+$3.56M	0.92%	29
2024 Q3	–	Sell	-151,250	Closed	-$12.3M	–	244
2024 Q2	$12.3M	Sell	151,250 -8,561	-5%	-$697K	3.63%	3
2024 Q1	$13.1M	Buy	159,811 +109,953	+221%	+$9M	3.9%	2
2023 Q4	$4.09M	Sell	49,858 -119,271	-71%	-$9.69M	1.37%	15
2023 Q3	$13.7M	Buy	+169,129	New	+$13.7M	5.07%	1
2023 Q2	–	Sell	-154,214	Closed	-$12.7M	–	239
2023 Q1	$12.7M	Buy	154,214 +149,430	+3,124%	+$12.2M	5.1%	1
2022 Q4	$388K	Buy	+4,784	New	+$388K	0.17%	126

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SHY Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q2 2026, buying an estimated $82.9K and bringing the position to 5,092 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #158.

Alliance Wealth Advisors (Utah) first reported a position in SHY in Q4 2022 and has held it in 11 quarters since. The position peaked at $13.7M in Q3 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Alliance Wealth Advisors (Utah) held 5,092 shares of iShares 1-3 Year Treasury Bond ETF worth $418K as of Q2 2026.
Alliance Wealth Advisors (Utah) bought 1,008 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #158 holding.
Alliance Wealth Advisors (Utah) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
Alliance Wealth Advisors (Utah)'s iShares 1-3 Year Treasury Bond ETF position peaked at $13.7M in Q3 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.