FFA
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Farther Finance Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Farther Finance 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
Q2 		$38.5M Buy
468,870
+53,285
+13% +$4.38M 0.3% 63
2026
Q1 		$34.2M Buy
415,585
+96,630
+30% +$8M 0.32% 63
2025
Q4 		$26.4M Buy
318,955
+80,664
+34% +$6.69M 0.28% 70
2025
Q3 		$19.8M Buy
238,291
+107,515
+82% +$8.89M 0.3% 63
2025
Q2 		$10.8M Buy
130,776
+13,659
+12% +$1.13M 0.22% 91
2025
Q1 		$9.66M Buy
117,117
+2,589
+2% +$213K 0.25% 81
2024
Q4 		$9.39M Sell
114,528
-2,857
-2% -$235K 0.34% 63
2024
Q3 		$9.76M Buy
117,385
+62,018
+112% +$5.12M 0.37% 52
2024
Q2 		$4.5M Buy
55,367
+12,217
+28% +$994K 0.22% 83
2024
Q1 		$3.51M Buy
43,150
+7,407
+21% +$606K 0.21% 88
2023
Q4 		$2.93M Buy
35,743
+30,719
+611% +$2.5M 0.21% 94
2023
Q3 		$407K Buy
5,024
+2,212
+79% +$179K 0.06% 232
2023
Q2 		$228K Buy
2,812
+465
+20% +$38K 0.05% 293
2023
Q1 		$193K Sell
2,347
-3,084
-57% -$251K 0.06% 266
2022
Q4 		$441K Buy
+5,431
New +$441K 0.17% 120

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farther Finance Advisors's SHY Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, buying an estimated $4.38M and bringing the position to 468,870 shares worth $38.5M. The position accounts for 0.3% of the portfolio, ranked #63.

Farther Finance Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Farther Finance Advisors held 468,870 shares of iShares 1-3 Year Treasury Bond ETF worth $38.5M as of Q2 2026.
  • Farther Finance Advisors bought 53,285 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.38M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.3% of Farther Finance Advisors's portfolio in Q2 2026, its #63 holding.
  • Farther Finance Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.