Birch Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Birch Financial 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	$2.91M	Buy	35,473 +2,904	+9%	+$239K	1.5%	18
2026 Q1	$2.69M	Buy	32,569 +409	+1%	+$33.9K	1.57%	17
2025 Q4	$2.66M	Buy	32,160 +1,278	+4%	+$106K	1.52%	17
2025 Q3	$2.56M	Buy	30,882 +4,018	+15%	+$332K	1.51%	16
2025 Q2	$2.23M	Buy	26,864 +7,872	+41%	+$650K	1.78%	12
2025 Q1	$1.57M	Buy	18,992 +12,938	+214%	+$1.06M	1.4%	14
2024 Q4	$496K	Buy	+6,054	New	+$498K	0.56%	36

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Birch Financial Group's SHY Position: Q2 2026 in Review

Birch Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.9% in Q2 2026, buying an estimated $239K and bringing the position to 35,473 shares worth $2.91M. The position accounts for 1.5% of the portfolio, ranked #18.

Birch Financial Group first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Birch Financial Group held 35,473 shares of iShares 1-3 Year Treasury Bond ETF worth $2.91M as of Q2 2026.
Birch Financial Group bought 2,904 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $239K.
iShares 1-3 Year Treasury Bond ETF made up 1.5% of Birch Financial Group's portfolio in Q2 2026, its #18 holding.
Birch Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.