Financial Gravity Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Gravity Asset Management’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	$83	Buy	+1	New	+$83	﹤0.01%	871
2025 Q4	–	Sell	-2	Closed	-$166	–	907
2025 Q3	$166	Buy	+2	New	+$165	﹤0.01%	880
2025 Q1	$993	Buy	+12	New	+$987	﹤0.01%	881
2024 Q2	–	Sell	-2	Closed	-$136	–	1731
2024 Q1	$136	Buy	2 +1	+100%	+$82	﹤0.01%	948
2023 Q4	$138	Buy	+1	New	+$81	﹤0.01%	1069
2021 Q3	$86K	Sell	249 -12	-5%	-$1.03K	0.04%	399
2021 Q2	$86K	Buy	+261	New	+$22.5K	0.03%	395
2020 Q4	$26K	Buy	+299	New	+$25.8K	0.02%	117
2019 Q4	$87K	Buy	5,165 +2,542	+97%	+$215K	0.06%	376
2019 Q3	$223K	Sell	2,623 -845	-24%	-$71.6K	0.19%	108
2019 Q2	$294K	Sell	3,468 -496	-13%	-$41.8K	0.24%	97
2019 Q1	$332K	Buy	+3,964	New	+$332K	0.27%	86
2018 Q3	$108K	Sell	1,299 -5	-0.4%	-$416	0.11%	200
2018 Q2	$109K	Buy	1,304 +113	+9%	+$9.41K	0.1%	199
2018 Q1	$99K	Buy	+1,191	New	+$99.5K	0.1%	188

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's SHY Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 1 share worth $83. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SHY as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in SHY in Q1 2018 and has held it in 15 quarters since. The position peaked at $332K in Q1 2019. 1,223 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Financial Gravity Asset Management held 1 share of iShares 1-3 Year Treasury Bond ETF worth $83 as of Q1 2026.
iShares 1-3 Year Treasury Bond ETF was a new Financial Gravity Asset Management position in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #871 holding.
Financial Gravity Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $332K in Q1 2019.
1,223 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.