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

Evanson Financial’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	$1.06M	Buy	+12,905	New	+$1.06M	0.05%	137

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return