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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
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 – 973
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return