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
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: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 20,283 shares worth $1.66M. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SHY as recently as Q2 2025.

Diversify Advisory Services first reported a position in SHY in Q1 2024 and has held it in 7 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Diversify Advisory Services held 20,283 shares of iShares 1-3 Year Treasury Bond ETF worth $1.66M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #469 holding.
  • Diversify Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.