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 Q2	$702K	Buy	8,554 +491	+6%	+$40.4K	0.05%	282
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ethos Financial Group's SHY Position: Q2 2026 in Review

Ethos Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.1% in Q2 2026, buying an estimated $40.4K and bringing the position to 8,554 shares worth $702K. The position accounts for 0.05% of the portfolio, ranked #282.

Ethos Financial Group first reported a position in SHY in Q4 2022 and has held it in 10 quarters since. The position peaked at $14.2M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Ethos Financial Group held 8,554 shares of iShares 1-3 Year Treasury Bond ETF worth $702K as of Q2 2026.
Ethos Financial Group bought 491 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $40.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #282 holding.
Ethos Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Ethos Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $14.2M in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.