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

Financial Perspectives’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	$757K	Buy	+9,329	New	+$763K	0.18%	78

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Financial Perspectives's SHY Position: Q3 2026 in Review

Financial Perspectives opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 9,329 shares worth $757K. The stake represents 0.18% of the portfolio and ranks #78 among its holdings.

746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Financial Perspectives held 9,329 shares of iShares 1-3 Year Treasury Bond ETF worth $757K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Financial Perspectives position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Financial Perspectives's portfolio in Q3 2026, its #78 holding.
746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.