AFA
SHY icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allium Financial Advisors's SHY Position: Q1 2026 in Review

Allium Financial Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 2,433 shares worth $201K. The position accounts for 0.16% of the portfolio, ranked #77.

Allium Financial Advisors first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $202K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Allium Financial Advisors held 2,433 shares of iShares 1-3 Year Treasury Bond ETF worth $201K as of Q1 2026.
  • Allium Financial Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.16% of Allium Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • Allium Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $202K in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.