Birch Financial Group
SHY icon

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
Q3 		$2.97M Buy
36,557
+1,084
+3% +$88.6K 1.39% 20
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Birch Financial Group's SHY Position: Q3 2026 in Review

Birch Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.1% in Q3 2026, buying an estimated $88.6K and bringing the position to 36,557 shares worth $2.97M. The position accounts for 1.39% of the portfolio, ranked #20.

Birch Financial Group first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Birch Financial Group held 36,557 shares of iShares 1-3 Year Treasury Bond ETF worth $2.97M as of Q3 2026.
  • Birch Financial Group bought 1,084 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $88.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.39% of Birch Financial Group's portfolio in Q3 2026, its #20 holding.
  • Birch Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.