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Arkfeld Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arkfeld Wealth 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 		$257K Buy
3,134
+6
+0.2% +$493 0.08% 103
2026
Q1 		$258K Buy
3,128
+10
+0.3% +$828 0.08% 96
2025
Q4 		$258K Buy
3,118
+14
+0.5% +$1.16K 0.09% 91
2025
Q3 		$257K Buy
3,104
+7
+0.2% +$579 0.09% 91
2025
Q2 		$255K Sell
3,097
-2,244
-42% -$185K 0.1% 89
2025
Q1 		$441K Buy
5,341
+20
+0.4% +$1.65K 0.19% 60
2024
Q4 		$436K Buy
5,321
+21
+0.4% +$1.73K 0.2% 57
2024
Q3 		$437K Buy
5,300
+20
+0.4% +$1.65K 0.21% 58
2024
Q2 		$431K Buy
5,280
+20
+0.4% +$1.63K 0.22% 60
2024
Q1 		$426K Buy
5,260
+18
+0.3% +$1.47K 0.23% 58
2023
Q4 		$430K Buy
5,242
+18
+0.3% +$1.46K 0.28% 50
2023
Q3 		$423K Sell
5,224
-781
-13% -$63.2K 0.31% 46
2023
Q2 		$487K Buy
6,005
+20
+0.3% +$1.64K 0.35% 42
2023
Q1 		$491K Buy
5,985
+17
+0.3% +$1.39K 0.35% 39
2022
Q4 		$487K Buy
5,968
+68
+1% +$5.52K 0.32% 42
2022
Q3 		$477K Hold
5,900
– – 0.33% 45
2022
Q2 		$487K Hold
5,900
– – 0.32% 47
2022
Q1 		$491K Hold
5,900
– – 0.32% 46
2021
Q4 		$503K Hold
5,900
– – 0.3% 47
2021
Q3 		$508K Buy
5,900
+500
+9% +$43.1K 0.31% 48
2021
Q2 		$465K Hold
5,400
– – 0.28% 48
2021
Q1 		$466K Buy
5,400
+1,000
+23% +$86.3K 0.3% 48
2020
Q4 		$380K Hold
4,400
– – 0.29% 51
2020
Q3 		$380K Hold
4,400
– – 0.36% 45
2020
Q2 		$381K Sell
4,400
-550
-11% -$47.6K 0.43% 40
2020
Q1 		$429K Sell
4,950
-3,000
-38% -$256K 0.58% 35
2019
Q4 		$674K Buy
+7,950
New +$674K 0.77% 25

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

Arkfeld Wealth Strategies's SHY Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.19% in Q2 2026, buying an estimated $493 and bringing the position to 3,134 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #103.

Arkfeld Wealth Strategies first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $674K in Q4 2019. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Arkfeld Wealth Strategies held 3,134 shares of iShares 1-3 Year Treasury Bond ETF worth $257K as of Q2 2026.
  • Arkfeld Wealth Strategies bought 6 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $493.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #103 holding.
  • Arkfeld Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkfeld Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $674K in Q4 2019.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.