CF
SHY icon

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

Clarity Financial’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 		$21.9M Buy
266,695
+4,507
+2% +$371K 1.86% 20
2026
Q1 		$21.6M Buy
262,188
+10,699
+4% +$886K 2.35% 15
2025
Q4 		$20.8M Sell
251,489
-279,444
-53% -$23.2M 1.93% 21
2025
Q3 		$44M Sell
530,933
-106,107
-17% -$8.78M 4.37% 3
2025
Q2 		$52.8M Sell
637,040
-22,325
-3% -$1.84M 5.68% 3
2025
Q1 		$54.5M Sell
659,365
-24,066
-4% -$1.98M 6.27% 3
2024
Q4 		$56M Sell
683,431
-27,853
-4% -$2.29M 6.7% 3
2024
Q3 		$59.1M Buy
711,284
+147,901
+26% +$12.2M 6.86% 3
2024
Q2 		$46M Buy
563,383
+18,204
+3% +$1.48M 6.8% 1
2024
Q1 		$44.6M Sell
545,179
-375,363
-41% -$30.7M 6.74% 1
2023
Q4 		$75.5M Buy
920,542
+9,184
+1% +$747K 13.09% 1
2023
Q3 		$73.8M Buy
911,358
+247,041
+37% +$20M 12.39% 1
2023
Q2 		$53.9M Buy
664,317
+645,814
+3,490% +$52.8M 7.67% 3
2023
Q1 		$1.52M Buy
18,503
+12,516
+209% +$1.02M 5.62% 3
2022
Q4 		$486K Sell
5,987
-18,056
-75% -$1.46M 0.09% 62
2022
Q3 		$1.95M Buy
24,043
+21,215
+750% +$1.75M 0.46% 40
2022
Q2 		$234K Sell
2,828
-850
-23% -$70.5K 0.05% 78
2022
Q1 		$307K Sell
3,678
-3,160
-46% -$267K 0.06% 76
2021
Q4 		$585K Sell
6,838
-431,418
-98% -$37M 0.09% 67
2021
Q3 		$37.8M Sell
438,256
-164,243
-27% -$14.2M 6.14% 4
2021
Q2 		$51.9M Sell
602,499
-288,458
-32% -$24.9M 9.97% 2
2021
Q1 		$76.8M Buy
+890,957
New +$76.9M 15.57% 1

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Clarity Financial's SHY Position: Q2 2026 in Review

Clarity Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.7% in Q2 2026, buying an estimated $371K and bringing the position to 266,695 shares worth $21.9M. The position accounts for 1.86% of the portfolio, ranked #20.

Clarity Financial first reported a position in SHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $76.8M in Q1 2021. 270 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Clarity Financial held 266,695 shares of iShares 1-3 Year Treasury Bond ETF worth $21.9M as of Q2 2026.
  • Clarity Financial bought 4,507 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $371K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.86% of Clarity Financial's portfolio in Q2 2026, its #20 holding.
  • Clarity Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Clarity Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $76.8M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.