Continuum Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Continuum Advisory’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 Q1	$1.88M	Sell	22,708 -2,356	-9%	-$195K	0.18%	116
2025 Q4	$2.08M	Buy	25,064 +819	+3%	+$67.9K	0.21%	107
2025 Q3	$2.01M	Buy	24,245 +1,305	+6%	+$108K	0.21%	107
2025 Q2	$1.9M	Buy	22,940 +1,999	+10%	+$165K	0.23%	98
2025 Q1	$1.73M	Buy	20,941 +30	+0.1%	+$2.47K	0.22%	97
2024 Q4	$1.71M	Buy	20,911 +1,008	+5%	+$82.9K	0.22%	99
2024 Q3	$1.63M	Buy	19,903 +2,862	+17%	+$236K	0.21%	105
2024 Q2	$1.39M	Sell	17,041 -1,136	-6%	-$92.4K	0.2%	112
2024 Q1	$1.48M	Sell	18,177 -34,478	-65%	-$2.82M	0.22%	104
2023 Q4	$4.32M	Sell	52,655 -49,719	-49%	-$4.04M	0.61%	30
2023 Q3	$8.29M	Buy	102,374 +8,240	+9%	+$667K	1.33%	10
2023 Q2	$7.63M	Sell	94,134 -11,657	-11%	-$953K	1.21%	10
2023 Q1	$8.69M	Buy	105,791 +13,371	+14%	+$1.09M	1.48%	8
2022 Q4	$7.5M	Sell	92,420 -25,723	-22%	-$2.09M	1.35%	9
2022 Q3	$9.59M	Buy	118,143 +30,869	+35%	+$2.54M	1.69%	7
2022 Q2	$7.22M	Buy	87,274 +7,185	+9%	+$596K	1.31%	12
2022 Q1	$6.64M	Buy	80,089 +34,041	+74%	+$2.88M	1.26%	13
2021 Q4	$3.94M	Buy	46,048 +1,679	+4%	+$144K	0.89%	25
2021 Q3	$3.82M	Buy	44,369 +797	+2%	+$68.7K	1.02%	21
2021 Q2	$3.75M	Buy	43,572 +1,178	+3%	+$102K	1.17%	16
2021 Q1	$3.66M	Buy	42,394 +2,345	+6%	+$202K	1.52%	13
2020 Q4	$3.46M	Buy	40,049 +6,388	+19%	+$552K	1.57%	16
2020 Q3	$2.91M	Buy	33,661 +1,359	+4%	+$118K	1.59%	15
2020 Q2	$2.79M	Buy	+32,302	New	+$2.8M	1.75%	15
2019 Q4	–	Sell	-4,457	Closed	-$378K	–	142
2019 Q3	$378K	Sell	4,457 -94	-2%	-$7.97K	0.25%	83
2019 Q2	$385K	Sell	4,551 -1,889	-29%	-$159K	0.26%	81
2019 Q1	$540K	Buy	+6,440	New	+$539K	0.4%	65

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Continuum Advisory's SHY Position: Q1 2026 in Review

Continuum Advisory reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.4% in Q1 2026, selling an estimated $195K and leaving 22,708 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #116.

Continuum Advisory first reported a position in SHY in Q1 2019 and has held it in 27 quarters since. The position peaked at $9.59M in Q3 2022. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Continuum Advisory held 22,708 shares of iShares 1-3 Year Treasury Bond ETF worth $1.88M as of Q1 2026.
Continuum Advisory sold 2,356 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $195K.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Continuum Advisory's portfolio in Q1 2026, its #116 holding.
Continuum Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 27 quarters since.
Continuum Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $9.59M in Q3 2022.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.