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

ARS Wealth Advisors Group’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 		$5.46M Buy
67,225
+15,748
+31% +$1.29M 0.4% 47
2026
Q2 		$4.23M Buy
51,477
+13,103
+34% +$1.08M 0.33% 53
2026
Q1 		$3.17M Buy
38,374
+33,610
+705% +$2.78M 0.27% 53
2025
Q4 		$395K Sell
4,764
-337
-7% -$27.9K 0.04% 126
2025
Q3 		$423K Sell
5,101
-1,074
-17% -$88.8K 0.04% 118
2025
Q2 		$512K Sell
6,175
-412
-6% -$34K 0.06% 104
2025
Q1 		$545K Hold
6,587
– – 0.08% 87
2024
Q4 		$540K Hold
6,587
– – 0.07% 90
2024
Q3 		$548K Sell
6,587
-700
-10% -$57.8K 0.07% 96
2024
Q2 		$595K Sell
7,287
-243
-3% -$19.8K 0.08% 88
2024
Q1 		$616K Buy
7,530
+1,810
+32% +$148K 0.08% 89
2023
Q4 		$469K Buy
+5,720
New +$465K 0.07% 94
2022
Q1 		– Sell
-3,313
Closed -$283K – 143
2021
Q4 		$283K Hold
3,313
– – 0.05% 109
2021
Q3 		$285K Buy
+3,313
New +$286K 0.05% 111

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

ARS Wealth Advisors Group's SHY Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q3 2026, buying an estimated $1.29M and bringing the position to 67,225 shares worth $5.46M. The position accounts for 0.4% of the portfolio, ranked #47.

ARS Wealth Advisors Group first reported a position in SHY in Q3 2021 and has held it in 14 quarters since. 589 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • ARS Wealth Advisors Group held 67,225 shares of iShares 1-3 Year Treasury Bond ETF worth $5.46M as of Q3 2026.
  • ARS Wealth Advisors Group bought 15,748 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.29M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.4% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #47 holding.
  • ARS Wealth Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • 589 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.