Armis Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Armis Advisers’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 Q3	$7.32M	Buy	90,230 +11,325	+14%	+$926K	0.61%	29
2026 Q2	$6.47M	Buy	78,905 +3,459	+5%	+$284K	0.59%	31
2026 Q1	$6.2M	Buy	75,446 +1,829	+2%	+$151K	0.6%	30
2025 Q4	$6.06M	Sell	73,617 -5,514	-7%	-$457K	0.68%	29
2025 Q3	$6.55M	Buy	79,131 +13,932	+21%	+$1.15M	0.6%	37
2025 Q2	$5.38M	Buy	65,199 +22,823	+54%	+$1.88M	0.43%	57
2025 Q1	$3.52M	Buy	+42,376	New	+$3.48M	0.33%	70

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Armis Advisers's SHY Position: Q3 2026 in Review

Armis Advisers increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q3 2026, buying an estimated $926K and bringing the position to 90,230 shares worth $7.32M. The position accounts for 0.61% of the portfolio, ranked #29.

Armis Advisers first reported a position in SHY in Q1 2025 and has held it in 7 quarters since. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Armis Advisers held 90,230 shares of iShares 1-3 Year Treasury Bond ETF worth $7.32M as of Q3 2026.
Armis Advisers bought 11,325 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $926K.
iShares 1-3 Year Treasury Bond ETF made up 0.61% of Armis Advisers's portfolio in Q3 2026, its #29 holding.
Armis Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.