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

Arkadios 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 		$3.2M Sell
38,917
-409
-1% -$33.6K 0.05% 384
2026
Q1 		$3.25M Sell
39,326
-3,043
-7% -$252K 0.05% 360
2025
Q4 		$3.51M Sell
42,369
-716
-2% -$59.4K 0.07% 297
2025
Q3 		$3.57M Sell
43,085
-1,464
-3% -$121K 0.09% 249
2025
Q2 		$3.69M Buy
44,549
+3,301
+8% +$273K 0.11% 208
2025
Q1 		$3.41M Buy
41,248
+28,456
+222% +$2.34M 0.13% 181
2024
Q4 		$1.05M Buy
12,792
+2,639
+26% +$217K 0.06% 322
2024
Q3 		$844K Sell
10,153
-204
-2% -$16.8K 0.05% 367
2024
Q2 		$846K Buy
10,357
+6,276
+154% +$511K 0.06% 318
2024
Q1 		$334K Sell
4,081
-2,250
-36% -$184K 0.03% 506
2023
Q4 		$519K Sell
6,331
-2,182
-26% -$177K 0.04% 361
2023
Q3 		$689K Buy
8,513
+3,410
+67% +$276K 0.07% 272
2023
Q2 		$414K Sell
5,103
-645
-11% -$52.7K 0.05% 356
2023
Q1 		$472K Buy
5,748
+992
+21% +$80.9K 0.06% 315
2022
Q4 		$386K Buy
+4,756
New +$386K 0.05% 341
2022
Q2 		– Sell
-6,578
Closed -$548K – 601
2022
Q1 		$548K Buy
6,578
+1,542
+31% +$130K 0.07% 294
2021
Q4 		$431K Buy
5,036
+4,504
+847% +$386K 0.06% 361
2021
Q3 		$45K Sell
532
-10,360
-95% -$893K 0.01% 911
2021
Q2 		$938K Sell
10,892
-2,081
-16% -$179K 0.11% 212
2021
Q1 		$1.12M Sell
12,973
-10,026
-44% -$865K 0.18% 140
2020
Q4 		$1.99M Buy
22,999
+14,851
+182% +$1.28M 0.42% 65
2020
Q3 		$704K Buy
8,148
+322
+4% +$27.9K 0.35% 60
2020
Q2 		$677K Buy
7,826
+5,824
+291% +$504K 0.38% 56
2020
Q1 		$174K Sell
2,002
-3,158
-61% -$270K 0.11% 161
2019
Q4 		$438K Buy
+5,160
New +$437K 0.26% 91

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1% in Q2 2026, selling an estimated $33.6K and leaving 38,917 shares worth $3.2M. The position accounts for 0.05% of the portfolio, ranked #384.

Arkadios Wealth Advisors first reported a position in SHY in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.69M in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Arkadios Wealth Advisors held 38,917 shares of iShares 1-3 Year Treasury Bond ETF worth $3.2M as of Q2 2026.
  • Arkadios Wealth Advisors sold 409 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $33.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.69M in Q2 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.