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Fiduciary Alliance’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fiduciary Alliance’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 		$559K Sell
6,805
-69
-1% -$5.67K 0.04% 347
2026
Q1 		$567K Buy
6,874
+2,955
+75% +$245K 0.03% 353
2025
Q4 		$325K Hold
3,919
– – 0.02% 409
2025
Q3 		$325K Sell
3,919
-627
-14% -$51.9K 0.02% 404
2025
Q2 		$377K Sell
4,546
-2,132
-32% -$176K 0.03% 358
2025
Q1 		$552K Sell
6,678
-322
-5% -$26.5K 0.05% 238
2024
Q4 		$574K Sell
7,000
-23,821
-77% -$1.96M 0.06% 219
2024
Q3 		$2.56M Buy
30,821
+24,067
+356% +$1.99M 0.34% 75
2024
Q2 		$550K Buy
6,754
+3,926
+139% +$319K 0.09% 124
2024
Q1 		$230K Buy
2,828
+121
+4% +$9.9K 0.04% 174
2023
Q4 		$222K Buy
+2,707
New +$220K 0.04% 170
2023
Q3 		– Sell
-1,180
Closed -$95.7K – 805
2023
Q2 		$95.7K Sell
1,180
-4,899
-81% -$401K 0.02% 216
2023
Q1 		$499K Sell
6,079
-562
-8% -$45.8K 0.13% 94
2022
Q4 		$539K Buy
+6,641
New +$539K 0.14% 85

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

Fiduciary Alliance's SHY Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1% in Q2 2026, selling an estimated $5.67K and leaving 6,805 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #347.

Fiduciary Alliance first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.56M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Fiduciary Alliance held 6,805 shares of iShares 1-3 Year Treasury Bond ETF worth $559K as of Q2 2026.
  • Fiduciary Alliance sold 69 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #347 holding.
  • Fiduciary Alliance first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's iShares 1-3 Year Treasury Bond ETF position peaked at $2.56M in Q3 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.