Arete Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arete Wealth 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	$4.99M	Buy	60,779 +1,389	+2%	+$114K	0.33%	79
2026 Q1	$4.9M	Buy	59,390 +2,017	+4%	+$167K	0.37%	68
2025 Q4	$4.75M	Buy	57,373 +47,624	+489%	+$3.95M	0.33%	78
2025 Q3	$809K	Sell	9,749 -43,650	-82%	-$3.61M	0.05%	324
2025 Q2	$4.42M	Buy	53,399 +832	+2%	+$68.7K	0.31%	68
2025 Q1	$4.35M	Sell	52,567 -3,554	-6%	-$292K	0.33%	65
2024 Q4	$4.6M	Sell	56,121 -72	-0.1%	-$5.92K	0.33%	64
2024 Q3	$4.67M	Buy	56,193 +49,855	+787%	+$4.11M	0.4%	58
2024 Q2	$518K	Buy	+6,338	New	+$516K	0.04%	380
2024 Q1	–	Sell	-59,158	Closed	-$4.85M	–	668
2023 Q4	$4.85M	Buy	59,158 +12,608	+27%	+$1.02M	0.37%	57
2023 Q3	$3.77M	Buy	46,550 +39,672	+577%	+$3.21M	0.65%	27
2023 Q2	$558K	Sell	6,878 -643	-9%	-$52.6K	0.05%	337
2023 Q1	$618K	Sell	7,521 -3,571	-32%	-$291K	0.05%	294
2022 Q4	$900K	Sell	11,092 -1,654	-13%	-$134K	0.08%	222
2022 Q3	$1.03M	Buy	12,746 +3,447	+37%	+$284K	0.1%	175
2022 Q2	$770K	Buy	9,299 +1,484	+19%	+$123K	0.08%	182
2022 Q1	$651K	Buy	7,815 +1,070	+16%	+$90.4K	0.05%	237
2021 Q4	$577K	Sell	6,745 -506	-7%	-$43.4K	0.05%	261
2021 Q3	$625K	Buy	+7,251	New	+$625K	0.07%	221
2021 Q2	–	Sell	-8,907	Closed	-$768K	–	428
2021 Q1	$768K	Sell	8,907 -32,136	-78%	-$2.77M	0.1%	185
2020 Q4	$3.55M	Sell	41,043 -24,672	-38%	-$2.13M	0.5%	49
2020 Q3	$5.68M	Sell	65,715 -5,360	-8%	-$464K	0.86%	23
2020 Q2	$6.16M	Buy	+71,075	New	+$6.16M	1.07%	19
2019 Q4	–	Sell	-25,001	Closed	-$2.12M	–	424
2019 Q3	$2.12M	Buy	25,001 +1,087	+5%	+$92.1K	0.41%	61
2019 Q2	$2.03M	Sell	23,914 -168	-0.7%	-$14.1K	0.39%	63
2019 Q1	$2.03M	Buy	24,082 +2,224	+10%	+$186K	0.42%	58
2018 Q4	$1.83M	Buy	+21,858	New	+$1.82M	0.44%	57

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

Arete Wealth Advisors's SHY Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.3% in Q2 2026, buying an estimated $114K and bringing the position to 60,779 shares worth $4.99M. The position accounts for 0.33% of the portfolio, ranked #79.

Arete Wealth Advisors first reported a position in SHY in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.16M in Q2 2020. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Arete Wealth Advisors held 60,779 shares of iShares 1-3 Year Treasury Bond ETF worth $4.99M as of Q2 2026.
Arete Wealth Advisors bought 1,389 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $114K.
iShares 1-3 Year Treasury Bond ETF made up 0.33% of Arete Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Arete Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 27 quarters since.
Arete Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.16M in Q2 2020.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.