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 Q2	$234K	Buy	2,855 +170	+6%	+$14K	0.1%	193
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 $1.89T 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

AmeriFlex Group's SHY Position: Q2 2026 in Review

AmeriFlex Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.3% in Q2 2026, buying an estimated $14K and bringing the position to 2,855 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #193.

AmeriFlex Group first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

AmeriFlex Group held 2,855 shares of iShares 1-3 Year Treasury Bond ETF worth $234K as of Q2 2026.
AmeriFlex Group bought 170 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $14K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of AmeriFlex Group's portfolio in Q2 2026, its #193 holding.
AmeriFlex Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares 1-3 Year Treasury Bond ETF position peaked at $325K in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.