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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
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

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clune & Associates's SHY Position: Q2 2026 in Review

Clune & Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, selling an estimated $171K and leaving 8,856 shares worth $727K. The position accounts for 0.11% of the portfolio, ranked #97.

Clune & Associates first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $903K in Q1 2026. 290 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Clune & Associates held 8,856 shares of iShares 1-3 Year Treasury Bond ETF worth $727K as of Q2 2026.
  • Clune & Associates sold 2,075 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $171K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Clune & Associates's portfolio in Q2 2026, its #97 holding.
  • Clune & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $903K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.