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

Financial Gravity Companies’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	$82	Buy	+1	New	+$82	﹤0.01%	936
2025 Q2	$580	Buy	+7	New	+$578	﹤0.01%	847
2024 Q4	$984	Buy	12 +3	+33%	+$247	﹤0.01%	816
2024 Q3	$748	Buy	+9	New	+$743	﹤0.01%	562
2018 Q4	$773K	Buy	+9,254	New	+$769K	0.7%	21
2018 Q1	$99K	Sell	1,191 -13,333	-92%	-$1.11M	0.1%	188
2017 Q4	$1.21M	Buy	+14,524	New	+$1.22M	1.39%	15

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 Gravity Companies's SHY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 1 share worth $82. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHY as recently as Q2 2025.

Financial Gravity Companies first reported a position in SHY in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2017. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Financial Gravity Companies held 1 share of iShares 1-3 Year Treasury Bond ETF worth $82 as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #936 holding.
Financial Gravity Companies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares 1-3 Year Treasury Bond ETF position peaked at $1.21M in Q4 2017.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.