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

Buttonwood 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 		$9.39M Buy
114,361
+3,626
+3% +$298K 2.86% 11
2026
Q1 		$9.14M Buy
110,735
+5,612
+5% +$465K 3.06% 9
2025
Q4 		$8.71M Buy
105,123
+12,241
+13% +$1.01M 2.9% 10
2025
Q3 		$7.71M Buy
92,882
+18,215
+24% +$1.51M 2.65% 10
2025
Q2 		$6.19M Buy
74,667
+1,045
+1% +$86.3K 2.48% 13
2025
Q1 		$6.09M Buy
73,622
+3,531
+5% +$290K 2.68% 10
2024
Q4 		$5.75M Buy
70,091
+8,754
+14% +$720K 2.53% 10
2024
Q3 		$5.1M Buy
61,337
+5,863
+11% +$484K 2.22% 11
2024
Q2 		$4.53M Buy
55,474
+1,382
+3% +$112K 2.14% 11
2024
Q1 		$4.42M Buy
54,092
+4,704
+10% +$385K 2.08% 11
2023
Q4 		$4.05M Buy
49,388
+5,924
+14% +$482K 2.21% 11
2023
Q3 		$3.52M Buy
43,464
+8,388
+24% +$679K 2.23% 10
2023
Q2 		$2.84M Buy
35,076
+8,507
+32% +$696K 1.78% 14
2023
Q1 		$2.18M Buy
26,569
+2,395
+10% +$195K 1.69% 16
2022
Q4 		$1.96M Buy
24,174
+411
+2% +$33.3K 1.65% 17
2022
Q3 		$1.92M Buy
23,763
+978
+4% +$80.5K 1.73% 16
2022
Q2 		$1.89M Sell
22,785
-327
-1% -$27.1K 1.7% 16
2022
Q1 		$1.93M Buy
23,112
+1,050
+5% +$88.7K 1.74% 17
2021
Q4 		$1.89M Buy
+22,062
New +$1.89M 1.85% 16

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Buttonwood Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.3% in Q2 2026, buying an estimated $298K and bringing the position to 114,361 shares worth $9.39M. The position accounts for 2.86% of the portfolio, ranked #11.

Buttonwood Financial Advisors first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. 311 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Buttonwood Financial Advisors held 114,361 shares of iShares 1-3 Year Treasury Bond ETF worth $9.39M as of Q2 2026.
  • Buttonwood Financial Advisors bought 3,626 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $298K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.86% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Buttonwood Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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