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

Elevate Wealth 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 Q3	$6.74K	Buy	+83	New	+$6.78K	﹤0.01%	128

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Elevate Wealth Advisory's SHY Position: Q3 2026 in Review

Elevate Wealth Advisory opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 83 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #128 among its holdings.

712 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Elevate Wealth Advisory held 83 shares of iShares 1-3 Year Treasury Bond ETF worth $6.74K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Elevate Wealth Advisory position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Elevate Wealth Advisory's portfolio in Q3 2026, its #128 holding.
712 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Elevate Wealth Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.