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

Fiduciary Financial Group’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	$291K	Buy	+3,538	New	+$291K	0.03%	302

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Fiduciary Financial Group's SHY Position: Q2 2026 in Review

Fiduciary Financial Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,538 shares worth $291K. The stake represents 0.03% of the portfolio and ranks #302 among its holdings.

579 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Fiduciary Financial Group held 3,538 shares of iShares 1-3 Year Treasury Bond ETF worth $291K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Fiduciary Financial Group position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #302 holding.
579 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.