Fiducient Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fiducient 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	$605K	Hold	7,374	–	–	0.09%	95
2026 Q1	$609K	Hold	7,374	–	–	0.08%	91
2025 Q4	$611K	Sell	7,374 -212	-3%	-$17.6K	0.08%	102
2025 Q3	$629K	Sell	7,586 -200	-3%	-$16.5K	0.07%	94
2025 Q2	$645K	Hold	7,786	–	–	0.08%	85
2025 Q1	$644K	Sell	7,786 -128	-2%	-$10.5K	0.08%	86
2024 Q4	$649K	Hold	7,914	–	–	0.08%	87
2024 Q3	$658K	Buy	7,914 +540	+7%	+$44.6K	0.08%	82
2024 Q2	$602K	Buy	+7,374	New	+$600K	0.08%	81

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiducient Advisors's SHY Position: Q2 2026 in Review

Fiducient Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 7,374 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #95.

Fiducient Advisors first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $658K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Fiducient Advisors held 7,374 shares of iShares 1-3 Year Treasury Bond ETF worth $605K as of Q2 2026.
Fiducient Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Fiducient Advisors's portfolio in Q2 2026, its #95 holding.
Fiducient Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fiducient Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $658K in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.