Ethos Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ethos Financial Group’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 Q1	$665K	Buy	8,063 +3,330	+70%	+$276K	0.05%	265
2025 Q4	$392K	Sell	4,733 -1,258	-21%	-$104K	0.03%	329
2025 Q3	$497K	Sell	5,991 -165,392	-97%	-$13.7M	0.04%	270
2025 Q2	$14.2M	Buy	171,383 +26,671	+18%	+$2.2M	1.22%	17
2025 Q1	$12M	Buy	144,712 +16,793	+13%	+$1.38M	1.14%	20
2024 Q4	$10.5M	Buy	+127,919	New	+$10.5M	1.37%	19
2023 Q3	–	Sell	-81,411	Closed	-$6.69M	–	196
2023 Q2	$6.69M	Hold	81,411	–	–	2.26%	18
2023 Q1	$6.69M	Buy	81,411 +1,810	+2%	+$148K	2.08%	19
2022 Q4	$6.46M	Buy	+79,601	New	+$6.46M	2.19%	18

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ethos Financial Group's SHY Position: Q1 2026 in Review

Ethos Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 70% in Q1 2026, buying an estimated $276K and bringing the position to 8,063 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #265.

Ethos Financial Group first reported a position in SHY in Q4 2022 and has held it in 9 quarters since. The position peaked at $14.2M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Ethos Financial Group held 8,063 shares of iShares 1-3 Year Treasury Bond ETF worth $665K as of Q1 2026.
Ethos Financial Group bought 3,330 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $276K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Ethos Financial Group's portfolio in Q1 2026, its #265 holding.
Ethos Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Ethos Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $14.2M in Q2 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.