Fiduciary Alliance
SHY icon

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
Q3 		$537K Sell
6,610
-195
-3% -$15.9K 0.04% 310
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Fiduciary Alliance's SHY Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.9% in Q3 2026, selling an estimated $15.9K and leaving 6,610 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #310.

Fiduciary Alliance first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q3 2024. 584 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Fiduciary Alliance held 6,610 shares of iShares 1-3 Year Treasury Bond ETF worth $537K as of Q3 2026.
  • Fiduciary Alliance sold 195 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $15.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #310 holding.
  • Fiduciary Alliance first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's iShares 1-3 Year Treasury Bond ETF position peaked at $2.56M in Q3 2024.
  • 584 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.