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Benedict Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Benedict Financial Advisors’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 		$1.11M Hold
13,510
– – 0.22% 98
2026
Q1 		$1.12M Sell
13,510
-1,582
-10% -$131K 0.23% 98
2025
Q4 		$1.25M Sell
15,092
-202
-1% -$16.7K 0.26% 97
2025
Q3 		$1.27M Buy
15,294
+3,522
+30% +$291K 0.28% 95
2025
Q2 		$975K Sell
11,772
-1,764
-13% -$146K 0.22% 96
2025
Q1 		$1.12M Buy
13,536
+401
+3% +$33K 0.26% 93
2024
Q4 		$1.08M Sell
13,135
-4,403
-25% -$362K 0.26% 91
2024
Q3 		$1.46M Buy
17,538
+5,615
+47% +$463K 0.34% 87
2024
Q2 		$974K Buy
11,923
+1,144
+11% +$93.1K 0.25% 92
2024
Q1 		$882K Buy
10,779
+1,721
+19% +$141K 0.22% 98
2023
Q4 		$743K Buy
9,058
+1,200
+15% +$97.5K 0.2% 96
2023
Q3 		$636K Sell
7,858
-1,614
-17% -$131K 0.18% 98
2023
Q2 		$768K Buy
9,472
+236
+3% +$19.3K 0.21% 95
2023
Q1 		$759K Buy
+9,236
New +$753K 0.21% 95

Other funds holding SHY

CI
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Benedict Financial Advisors's SHY Position: Q2 2026 in Review

Benedict Financial Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 13,510 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #98.

Benedict Financial Advisors first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.46M in Q3 2024. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Benedict Financial Advisors held 13,510 shares of iShares 1-3 Year Treasury Bond ETF worth $1.11M as of Q2 2026.
  • Benedict Financial Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.22% of Benedict Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Benedict Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Benedict Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.46M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.