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

Define 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 		– Sell
-2,427
Closed -$200K – 49
2026
Q1 		$200K Buy
+2,427
New +$201K 0.11% 40

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Define Financial's SHY Position: Q2 2026 in Review

Define Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,427 shares — an estimated $200K sold.

Define Financial first reported a position in SHY in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Define Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Define Financial sold 2,427 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $200K.
  • Define Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Define Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $200K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.