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

Financial Network Wealth Advisors’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	$119K	Buy	1,446 +795	+122%	+$65.4K	0.12%	145
2026 Q1	$53.8K	Buy	+651	New	+$53.9K	0.06%	266
2025 Q4	–	Sell	-32	Closed	-$2.65K	–	850
2025 Q3	$2.65K	Sell	32 -3,101	-99%	-$256K	﹤0.01%	615
2025 Q2	$260K	Buy	3,133 +2,334	+292%	+$193K	0.32%	66
2025 Q1	$66.1K	Sell	799 -201	-20%	-$16.5K	0.09%	206
2024 Q4	$82K	Buy	+1,000	New	+$82.2K	0.15%	123
2024 Q3	–	Sell	-3,866	Closed	-$316K	–	972
2024 Q2	$316K	Sell	3,866 -3,565	-48%	-$290K	0.24%	89
2024 Q1	$608K	Buy	7,431 +3,199	+76%	+$262K	0.61%	45
2023 Q4	$347K	Buy	+4,232	New	+$344K	0.37%	71

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 Network Wealth Advisors's SHY Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 122% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,446 shares worth $119K. The position accounts for 0.12% of the portfolio, ranked #145.

Financial Network Wealth Advisors first reported a position in SHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $608K in Q1 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Financial Network Wealth Advisors held 1,446 shares of iShares 1-3 Year Treasury Bond ETF worth $119K as of Q2 2026.
Financial Network Wealth Advisors bought 795 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $65.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Financial Network Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Financial Network Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $608K in Q1 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.