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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ARS Wealth Advisors Group's SHY Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 34% in Q2 2026, buying an estimated $1.08M and bringing the position to 51,477 shares worth $4.23M. The position accounts for 0.33% of the portfolio, ranked #53.

ARS Wealth Advisors Group first reported a position in SHY in Q3 2021 and has held it in 13 quarters since. 487 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

ARS Wealth Advisors Group held 51,477 shares of iShares 1-3 Year Treasury Bond ETF worth $4.23M as of Q2 2026.
ARS Wealth Advisors Group bought 13,103 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.08M.
iShares 1-3 Year Treasury Bond ETF made up 0.33% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #53 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 13 quarters since.
487 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.