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

Blueline 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
Q3 		$217K Buy
2,672
+1,171
+78% +$95.7K 0.15% 49
2026
Q2 		$123K Sell
1,501
-949
-39% -$78K 0.09% 71
2026
Q1 		$202K Sell
2,450
-1,866
-43% -$154K 0.16% 47
2025
Q4 		$357K Buy
+4,316
New +$358K 0.29% 35

Other funds holding SHY

EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Blueline Advisors's SHY Position: Q3 2026 in Review

Blueline Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 78% in Q3 2026, buying an estimated $95.7K and bringing the position to 2,672 shares worth $217K. The position accounts for 0.15% of the portfolio, ranked #49.

Blueline Advisors first reported a position in SHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $357K in Q4 2025. 210 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Blueline Advisors held 2,672 shares of iShares 1-3 Year Treasury Bond ETF worth $217K as of Q3 2026.
  • Blueline Advisors bought 1,171 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $95.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of Blueline Advisors's portfolio in Q3 2026, its #49 holding.
  • Blueline Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Blueline Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $357K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Blueline Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.