Allium Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Allium Financial 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	–	Sell	-2,433	Closed	-$201K	–	85
2026 Q1	$201K	Hold	2,433	–	–	0.16%	77
2025 Q4	$202K	Hold	2,433	–	–	0.16%	76
2025 Q3	$202K	Hold	2,433	–	–	0.17%	79
2025 Q2	$202K	Hold	2,433	–	–	0.18%	85
2025 Q1	$201K	Buy	+2,433	New	+$200K	0.18%	81

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

Allium Financial Advisors's SHY Position: Q2 2026 in Review

Allium Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,433 shares — an estimated $201K sold.

Allium Financial Advisors first reported a position in SHY in Q1 2025 and held it in 5 quarters. The position peaked at $202K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Allium Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Allium Financial Advisors sold 2,433 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $201K.
Allium Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Allium Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $202K in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.