AmeriFlex Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

AmeriFlex Group’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	$222K	Sell	2,685 -144	-5%	-$11.9K	0.11%	162
2025 Q4	$234K	Sell	2,829 -1,083	-28%	-$89.8K	0.12%	152
2025 Q3	$325K	Buy	3,912 +3,693	+1,686%	+$305K	0.12%	143
2025 Q2	$18.1K	Buy	+219	New	+$18.1K	0.01%	589
2025 Q1	–	Sell	-33	Closed	-$2.72K	–	1303
2024 Q4	$2.72K	Buy	+33	New	+$2.71K	﹤0.01%	1007

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AmeriFlex Group's SHY Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.1% in Q1 2026, selling an estimated $11.9K and leaving 2,685 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #162.

AmeriFlex Group first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $325K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

AmeriFlex Group held 2,685 shares of iShares 1-3 Year Treasury Bond ETF worth $222K as of Q1 2026.
AmeriFlex Group sold 144 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of AmeriFlex Group's portfolio in Q1 2026, its #162 holding.
AmeriFlex Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's iShares 1-3 Year Treasury Bond ETF position peaked at $325K 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 AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.