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

Financial Engines 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	$483K	Sell	5,882 -8,607	-59%	-$708K	﹤0.01%	413
2026 Q1	$1.2M	Sell	14,489 -10,720	-43%	-$887K	﹤0.01%	283
2025 Q4	$2.09M	Buy	25,209 +18,485	+275%	+$1.53M	﹤0.01%	236
2025 Q3	$558K	Sell	6,724 -1,881	-22%	-$156K	﹤0.01%	379
2025 Q2	$713K	Sell	8,605 -11,630	-57%	-$960K	﹤0.01%	341
2025 Q1	$1.67M	Sell	20,235 -45,475	-69%	-$3.74M	﹤0.01%	204
2024 Q4	$5.39M	Buy	65,710 +59,585	+973%	+$4.9M	0.01%	133
2024 Q3	$509K	Buy	6,125 +153	+3%	+$12.6K	﹤0.01%	278
2024 Q2	$488K	Buy	5,972 +1,466	+33%	+$119K	﹤0.01%	264
2024 Q1	$369K	Sell	4,506 -3,047	-40%	-$249K	﹤0.01%	267
2023 Q4	$620K	Buy	7,553 +43	+0.6%	+$3.5K	﹤0.01%	212
2023 Q3	$608K	Sell	7,510 -53	-0.7%	-$4.29K	﹤0.01%	191
2023 Q2	$613K	Sell	7,563 -3,381	-31%	-$276K	﹤0.01%	194
2023 Q1	$899K	Sell	10,944 -142,176	-93%	-$11.6M	﹤0.01%	186
2022 Q4	$12.4M	Buy	153,120 +102,959	+205%	+$8.35M	0.04%	76
2022 Q3	$4.07M	Buy	50,161 +28,438	+131%	+$2.34M	0.01%	92
2022 Q2	$1.8M	Buy	21,723 +5,092	+31%	+$422K	0.01%	121
2022 Q1	$1.39M	Buy	16,631 +10,495	+171%	+$887K	﹤0.01%	133
2021 Q4	$525K	Buy	+6,136	New	+$526K	﹤0.01%	153
2021 Q1	–	Sell	-163,559	Closed	-$14.1M	–	276
2020 Q4	$14.1M	Sell	163,559 -2,501	-2%	-$216K	0.05%	55
2020 Q3	$14.4M	Sell	166,060 -16,933	-9%	-$1.47M	0.06%	54
2020 Q2	$15.8M	Buy	182,993 +180,185	+6,417%	+$15.6M	0.07%	53
2020 Q1	$243K	Sell	2,808 -5,582	-67%	-$477K	﹤0.01%	133
2019 Q4	$710K	Buy	+8,390	New	+$711K	﹤0.01%	104
2018 Q2	–	Sell	-4	Closed	–	–	154
2018 Q1	$0	Buy	+4	New	+$334	﹤0.01%	213

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

Financial Engines Advisors's SHY Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 59% in Q2 2026, selling an estimated $708K and leaving 5,882 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Financial Engines Advisors first reported a position in SHY in Q1 2018 and has held it in 25 quarters since. The position peaked at $15.8M in Q2 2020. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Financial Engines Advisors held 5,882 shares of iShares 1-3 Year Treasury Bond ETF worth $483K as of Q2 2026.
Financial Engines Advisors sold 8,607 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $708K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #413 holding.
Financial Engines Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 25 quarters since.
Financial Engines Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $15.8M in Q2 2020.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.