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

Financial Management Network’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 Q3	$3.11M	Buy	38,330 +3,568	+10%	+$292K	0.45%	46
2026 Q2	$2.85M	Sell	34,762 -2,973	-8%	-$244K	0.41%	53
2026 Q1	$3.11M	Sell	37,735 -560	-1%	-$46.4K	0.48%	46
2025 Q4	$3.17M	Sell	38,295 -701	-2%	-$58.1K	0.5%	44
2025 Q3	$3.23M	Buy	38,996 +4,261	+12%	+$352K	0.53%	43
2025 Q2	$2.86M	Sell	34,735 -434	-1%	-$35.8K	0.51%	47
2025 Q1	$2.91M	Buy	35,169 +3,288	+10%	+$270K	0.65%	39
2024 Q4	$2.61M	Buy	31,881 +14,189	+80%	+$1.17M	0.54%	45
2024 Q3	$1.46M	Buy	+17,692	New	+$1.46M	0.31%	62
2021 Q4	–	Sell	-4,517	Closed	-$389K	–	135
2021 Q3	$389K	Sell	4,517 -460	-9%	-$39.7K	0.2%	88
2021 Q2	$429K	Sell	4,977 -210	-4%	-$18.1K	0.22%	83
2021 Q1	$447K	Hold	5,187	–	–	0.23%	82
2020 Q4	$448K	Buy	+5,187	New	+$448K	0.28%	67

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Management Network's SHY Position: Q3 2026 in Review

Financial Management Network increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q3 2026, buying an estimated $292K and bringing the position to 38,330 shares worth $3.11M. The position accounts for 0.45% of the portfolio, ranked #46.

Financial Management Network first reported a position in SHY in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.23M in Q3 2025. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Financial Management Network held 38,330 shares of iShares 1-3 Year Treasury Bond ETF worth $3.11M as of Q3 2026.
Financial Management Network bought 3,568 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $292K.
iShares 1-3 Year Treasury Bond ETF made up 0.45% of Financial Management Network's portfolio in Q3 2026, its #46 holding.
Financial Management Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 13 quarters since.
Financial Management Network's iShares 1-3 Year Treasury Bond ETF position peaked at $3.23M in Q3 2025.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.