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 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 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

Fiduciary Alliance's SHY Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 75% in Q1 2026, buying an estimated $245K and bringing the position to 6,874 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #353.

Fiduciary Alliance first reported a position in SHY in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.56M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Fiduciary Alliance held 6,874 shares of iShares 1-3 Year Treasury Bond ETF worth $567K as of Q1 2026.
Fiduciary Alliance bought 2,955 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $245K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #353 holding.
Fiduciary Alliance first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's iShares 1-3 Year Treasury Bond ETF position peaked at $2.56M in Q3 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.