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 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

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 Management Network's SHY Position: Q2 2026 in Review

Financial Management Network reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.9% in Q2 2026, selling an estimated $244K and leaving 34,762 shares worth $2.85M. The position accounts for 0.41% of the portfolio, ranked #53.

Financial Management Network first reported a position in SHY in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.23M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Financial Management Network held 34,762 shares of iShares 1-3 Year Treasury Bond ETF worth $2.85M as of Q2 2026.
Financial Management Network sold 2,973 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $244K.
iShares 1-3 Year Treasury Bond ETF made up 0.41% of Financial Management Network's portfolio in Q2 2026, its #53 holding.
Financial Management Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 12 quarters since.
Financial Management Network's iShares 1-3 Year Treasury Bond ETF position peaked at $3.23M in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.