Archford Capital Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Archford Capital Strategies’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	$2.38M	Sell	29,001 -126,650	-81%	-$10.4M	0.24%	87
2026 Q1	$12.9M	Buy	155,651 +124,789	+404%	+$10.3M	1.47%	11
2025 Q4	$2.56M	Buy	30,862 +338	+1%	+$28K	0.3%	74
2025 Q3	$2.53M	Buy	30,524 +931	+3%	+$77K	0.3%	73
2025 Q2	$2.45M	Sell	29,593 -1,339	-4%	-$111K	0.31%	78
2025 Q1	$2.56M	Sell	30,932 -405	-1%	-$33.3K	0.37%	73
2024 Q4	$2.57M	Sell	31,337 -446	-1%	-$36.7K	0.39%	64
2024 Q3	$2.62M	Sell	31,783 -368	-1%	-$30.4K	0.39%	64
2024 Q2	$2.63M	Buy	32,151 +948	+3%	+$77.1K	0.43%	62
2024 Q1	$2.55M	Sell	31,203 -1,423	-4%	-$116K	0.43%	63
2023 Q4	$2.68M	Buy	32,626 +3,390	+12%	+$276K	0.49%	50
2023 Q3	$2.37M	Sell	29,236 -66,896	-70%	-$5.42M	0.47%	53
2023 Q2	$7.79M	Buy	96,132 +3,278	+4%	+$268K	1.48%	14
2023 Q1	$7.65M	Sell	92,854 -33,855	-27%	-$2.76M	1.59%	11
2022 Q4	$10.3M	Buy	+126,709	New	+$10.3M	2.36%	6
2018 Q3	–	Sell	-883	Closed	-$74K	–	658
2018 Q2	$74K	Sell	883 -1,366	-61%	-$114K	0.03%	268
2018 Q1	$189K	Buy	+2,249	New	+$188K	0.08%	113
2017 Q2	–	Sell	-3,562	Closed	-$301K	–	548
2017 Q1	$301K	Buy	3,562 +345	+11%	+$29.1K	0.11%	170
2016 Q4	$271K	Buy	3,217 +1,288	+67%	+$109K	0.11%	156
2016 Q3	$164K	Hold	1,929	–	–	0.07%	189
2016 Q2	$165K	Buy	+1,929	New	+$164K	0.09%	167
2016 Q1	–	Sell	-2,367	Closed	-$200K	–	522
2015 Q4	$200K	Buy	2,367 +1	+0%	+$85	0.09%	167
2015 Q3	$201K	Sell	2,366 -345	-13%	-$29.3K	0.15%	114
2015 Q2	$230K	Sell	2,711 -83	-3%	-$7.04K	0.16%	108
2015 Q1	$237K	Sell	2,794 -19	-0.7%	-$1.61K	0.16%	114
2014 Q4	$238K	Sell	2,813 -65	-2%	-$5.5K	0.18%	117
2014 Q3	$243K	Sell	2,878 -41	-1%	-$3.46K	0.19%	117
2014 Q2	$247K	Buy	2,919 +22	+0.8%	+$1.86K	0.19%	113
2014 Q1	$245K	Buy	+2,897	New	+$245K	0.2%	114

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Archford Capital Strategies's SHY Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 81% in Q2 2026, selling an estimated $10.4M and leaving 29,001 shares worth $2.38M. The position accounts for 0.24% of the portfolio, ranked #87.

Archford Capital Strategies first reported a position in SHY in Q1 2014 and has held it in 29 quarters since. The position peaked at $12.9M in Q1 2026. 431 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Archford Capital Strategies held 29,001 shares of iShares 1-3 Year Treasury Bond ETF worth $2.38M as of Q2 2026.
Archford Capital Strategies sold 126,650 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4M.
iShares 1-3 Year Treasury Bond ETF made up 0.24% of Archford Capital Strategies's portfolio in Q2 2026, its #87 holding.
Archford Capital Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 29 quarters since.
Archford Capital Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $12.9M in Q1 2026.
431 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.