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

Financial Management Professionals’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 		$1.17M Buy
14,230
+25
+0.2% +$2.06K 0.11% 63
2026
Q1 		$1.17M Buy
14,205
+126
+0.9% +$10.4K 0.13% 58
2025
Q4 		$1.17M Sell
14,079
-1,026
-7% -$85K 0.12% 61
2025
Q3 		$1.25M Sell
15,105
-189
-1% -$15.6K 0.13% 58
2025
Q2 		$1.27M Sell
15,294
-594
-4% -$49K 0.14% 54
2025
Q1 		$1.31M Buy
15,888
+288
+2% +$23.7K 0.17% 49
2024
Q4 		$1.28M Buy
15,600
+2,260
+17% +$186K 0.16% 53
2024
Q3 		$1.11M Sell
13,340
-172
-1% -$14.2K 0.14% 56
2024
Q2 		$1.1M Buy
13,512
+718
+6% +$58.4K 0.15% 49
2024
Q1 		$1.05M Buy
12,794
+1,694
+15% +$139K 0.15% 55
2023
Q4 		$911K Buy
11,100
+889
+9% +$72.3K 0.15% 51
2023
Q3 		$827K Buy
10,211
+5,239
+105% +$424K 0.15% 52
2023
Q2 		$403K Buy
4,972
+233
+5% +$19.1K 0.07% 82
2023
Q1 		$389K Buy
4,739
+247
+5% +$20.1K 0.08% 81
2022
Q4 		$365K Buy
4,492
+1,550
+53% +$126K 0.07% 76
2022
Q3 		$239K Sell
2,942
-293
-9% -$24.1K 0.05% 87
2022
Q2 		$268K Buy
3,235
+593
+22% +$49.2K 0.07% 81
2022
Q1 		$220K Hold
2,642
– – 0.05% 98
2021
Q4 		$226K Buy
2,642
+42
+2% +$3.6K 0.05% 91
2021
Q3 		$224K Hold
2,600
– – 0.05% 80
2021
Q2 		$224K Hold
2,600
– – 0.06% 78
2021
Q1 		$224K Hold
2,600
– – 0.06% 70
2020
Q4 		$225K Hold
2,600
– – 0.06% 66
2020
Q3 		$225K Hold
2,600
– – 0.08% 56
2020
Q2 		$225K Sell
2,600
-114
-4% -$9.87K 0.08% 54
2020
Q1 		$235K Buy
2,714
+114
+4% +$9.74K 0.1% 41
2019
Q4 		$220K Hold
2,600
– – 0.07% 49
2019
Q3 		$221K Hold
2,600
– – 0.08% 48
2019
Q2 		$220K Hold
2,600
– – 0.08% 47
2019
Q1 		$219K Hold
2,600
– – 0.09% 41
2018
Q4 		$217K Hold
2,600
– – 0.14% 34
2018
Q3 		$216K Hold
2,600
– – 0.08% 46
2018
Q2 		$217K Buy
2,600
+600
+30% +$50K 0.09% 43
2018
Q1 		$167K Buy
+2,000
New +$167K 0.09% 48

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Financial Management Professionals's SHY Position: Q2 2026 in Review

Financial Management Professionals increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.18% in Q2 2026, buying an estimated $2.06K and bringing the position to 14,230 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #63.

Financial Management Professionals first reported a position in SHY in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.31M in Q1 2025. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Financial Management Professionals held 14,230 shares of iShares 1-3 Year Treasury Bond ETF worth $1.17M as of Q2 2026.
  • Financial Management Professionals bought 25 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.06K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Financial Management Professionals's portfolio in Q2 2026, its #63 holding.
  • Financial Management Professionals first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Financial Management Professionals's iShares 1-3 Year Treasury Bond ETF position peaked at $1.31M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.