Atwood & Palmer’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Atwood & Palmer’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	$60.1M	Buy	732,119 +14,900	+2%	+$1.23M	3.21%	6
2026 Q1	$59.2M	Buy	717,219 +22,248	+3%	+$1.84M	3.34%	5
2025 Q4	$57.6M	Buy	694,971 +29,736	+4%	+$2.46M	3.27%	5
2025 Q3	$55.2M	Buy	665,235 +4,957	+0.8%	+$410K	3.24%	5
2025 Q2	$54.7M	Buy	660,278 +99,345	+18%	+$8.2M	3.42%	2
2025 Q1	$46.4M	Buy	560,933 +19,302	+4%	+$1.59M	3.22%	4
2024 Q4	$44.4M	Buy	541,631 +35,312	+7%	+$2.9M	3.04%	4
2024 Q3	$42.1M	Buy	506,319 +18,825	+4%	+$1.55M	2.86%	7
2024 Q2	$39.8M	Buy	487,494 +5,320	+1%	+$433K	3.02%	4
2024 Q1	$39.4M	Buy	482,174 +50,398	+12%	+$4.12M	2.99%	5
2023 Q4	$35.4M	Buy	431,776 +8,474	+2%	+$689K	2.86%	7
2023 Q3	$34.3M	Buy	423,302 +213,937	+102%	+$17.3M	3%	4
2023 Q2	$17M	Buy	209,365 +7,710	+4%	+$630K	1.52%	25
2023 Q1	$16.6M	Buy	201,655 +2,000	+1%	+$163K	1.56%	24
2022 Q4	$16.2M	Buy	199,655 +19,475	+11%	+$1.58M	1.46%	26
2022 Q3	$14.6M	Buy	+180,180	New	+$14.8M	1.45%	27
2022 Q1	–	Sell	-868	Closed	-$74K	–	461
2021 Q4	$74K	Hold	868	–	–	0.01%	208
2021 Q3	$75K	Hold	868	–	–	0.01%	199
2021 Q2	$75K	Hold	868	–	–	0.01%	198
2021 Q1	$75K	Hold	868	–	–	0.01%	197
2020 Q4	$75K	Hold	868	–	–	0.01%	186
2020 Q3	$75K	Hold	868	–	–	0.01%	172
2020 Q2	$75K	Hold	868	–	–	0.01%	170
2020 Q1	$75K	Hold	868	–	–	0.01%	161
2019 Q4	$73K	Hold	868	–	–	0.01%	168
2019 Q3	$74K	Hold	868	–	–	0.01%	176
2019 Q2	$74K	Hold	868	–	–	0.01%	164
2019 Q1	$73K	Hold	868	–	–	0.01%	165
2018 Q4	$73K	Hold	868	–	–	0.01%	164
2018 Q3	$72K	Hold	868	–	–	0.01%	169
2018 Q2	$72K	Hold	868	–	–	0.01%	168
2018 Q1	$73K	Hold	868	–	–	0.01%	166
2017 Q4	$73K	Hold	868	–	–	0.01%	168
2017 Q3	$73K	Hold	868	–	–	0.01%	166
2017 Q2	$73K	Hold	868	–	–	0.01%	172
2017 Q1	$73K	Hold	868	–	–	0.01%	162
2016 Q4	$73K	Hold	868	–	–	0.01%	152
2016 Q3	$74K	Hold	868	–	–	0.01%	157
2016 Q2	$74K	Hold	868	–	–	0.01%	159
2016 Q1	$74K	Sell	868 -20	-2%	-$1.7K	0.01%	158
2015 Q4	$75K	Hold	888	–	–	0.01%	184
2015 Q3	$75K	Hold	888	–	–	0.01%	168
2015 Q2	$75K	Hold	888	–	–	0.01%	176
2015 Q1	$75K	Sell	888 -354	-29%	-$30K	0.01%	170
2014 Q4	$105K	Hold	1,242	–	–	0.02%	163
2014 Q3	$105K	Hold	1,242	–	–	0.02%	166
2014 Q2	$105K	Buy	+1,242	New	+$105K	0.03%	155

Other funds holding SHY

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

CAMG

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

BIAS

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return