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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.16M Buy
26,571
+6,288
+31% +$514K 0.03% 419
2026
Q2
$1.66M Buy
+20,283
New +$1.67M 0.03% 469
2025
Q3
– Sell
-7,200
Closed -$595K – 911
2025
Q2
$595K Sell
7,200
-2,652
-27% -$219K 0.02% 476
2025
Q1
$818K Buy
9,852
+4,634
+89% +$381K 0.05% 257
2024
Q4
$427K Buy
5,218
+1,396
+37% +$115K 0.02% 395
2024
Q3
$315K Sell
3,822
-4,899
-56% -$404K 0.02% 489
2024
Q2
$712K Sell
8,721
-7,098
-45% -$578K 0.04% 307
2024
Q1
$1.29M Buy
+15,819
New +$1.29M 0.08% 202

Other funds holding SHY

Diversify Advisory Services's SHY Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q3 2026, buying an estimated $514K and bringing the position to 26,571 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #419.

Diversify Advisory Services first reported a position in SHY in Q1 2024 and has held it in 8 quarters since. 291 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Diversify Advisory Services held 26,571 shares of iShares 1-3 Year Treasury Bond ETF worth $2.16M as of Q3 2026.
  • Diversify Advisory Services bought 6,288 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $514K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #419 holding.
  • Diversify Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.