Clune & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clune & Associates’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	$654K	Sell	8,052 -804	-9%	-$65.7K	0.1%	100
2026 Q2	$727K	Sell	8,856 -2,075	-19%	-$171K	0.11%	97
2026 Q1	$903K	Buy	10,931 +408	+4%	+$33.8K	0.17%	94
2025 Q4	$872K	Buy	10,523 +1,628	+18%	+$135K	0.19%	95
2025 Q3	$738K	Buy	8,895 +2,449	+38%	+$203K	0.18%	96
2025 Q2	$534K	Buy	6,446 +63	+1%	+$5.2K	0.15%	106
2025 Q1	$528K	Buy	6,383 +41	+0.6%	+$3.37K	0.16%	103
2024 Q4	$520K	Buy	+6,342	New	+$521K	0.17%	99

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clune & Associates's SHY Position: Q3 2026 in Review

Clune & Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.1% in Q3 2026, selling an estimated $65.7K and leaving 8,052 shares worth $654K. The position accounts for 0.1% of the portfolio, ranked #100.

Clune & Associates first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $903K in Q1 2026. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Clune & Associates held 8,052 shares of iShares 1-3 Year Treasury Bond ETF worth $654K as of Q3 2026.
Clune & Associates sold 804 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $65.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Clune & Associates's portfolio in Q3 2026, its #100 holding.
Clune & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $903K in Q1 2026.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.