Ergawealth Advisors
SHY icon

Ergawealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ergawealth Advisors’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 		$217K Hold
2,671
– – 0.09% 51
2026
Q2 		$219K Hold
2,671
– – 0.09% 53
2026
Q1 		$221K Buy
2,671
+60
+2% +$4.97K 0.1% 55
2025
Q4 		$216K Hold
2,611
– – 0.1% 52
2025
Q3 		$217K Buy
+2,611
New +$216K 0.1% 58

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CWA Asset Management Group
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Wealth Enhancement Advisory Services
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Beacon Investment Advisory Services
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Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
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Farther Finance Advisors
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Ergawealth Advisors's SHY Position: Q3 2026 in Review

Ergawealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 2,671 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #51.

Ergawealth Advisors first reported a position in SHY in Q3 2025 and has held it in 5 quarters since. The position peaked at $221K in Q1 2026. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Ergawealth Advisors held 2,671 shares of iShares 1-3 Year Treasury Bond ETF worth $217K as of Q3 2026.
  • Ergawealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Ergawealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Ergawealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Ergawealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $221K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.