Financial Management Professionals
SHY icon

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
Q3 		$1.14M Sell
14,041
-189
-1% -$15.4K 0.11% 67
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% -$9.9K 0.08% 54
2020
Q1 		$235K Buy
2,714
+114
+4% +$9.7K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Financial Management Professionals reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.3% in Q3 2026, selling an estimated $15.4K and leaving 14,041 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #67.

Financial Management Professionals first reported a position in SHY in Q1 2018 and has held it in 35 quarters since. The position peaked at $1.31M in Q1 2025. 841 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Financial Management Professionals held 14,041 shares of iShares 1-3 Year Treasury Bond ETF worth $1.14M as of Q3 2026.
  • Financial Management Professionals sold 189 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $15.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Financial Management Professionals's portfolio in Q3 2026, its #67 holding.
  • Financial Management Professionals first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 35 quarters since.
  • Financial Management Professionals's iShares 1-3 Year Treasury Bond ETF position peaked at $1.31M in Q1 2025.
  • 841 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.