BDFS Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BDFS Capital’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	$460K	Buy	+5,671	New	+$464K	0.23%	77

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

Edge Wealth Management New York $666M AUM 17.64% 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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BDFS Capital's SHY Position: Q3 2026 in Review

BDFS Capital opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 5,671 shares worth $460K. The stake represents 0.23% of the portfolio and ranks #77 among its holdings.

381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

BDFS Capital held 5,671 shares of iShares 1-3 Year Treasury Bond ETF worth $460K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new BDFS Capital position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of BDFS Capital's portfolio in Q3 2026, its #77 holding.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on BDFS Capital's 13F filing for Q3 2026, filed 14 Oct 2026.