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Financial Solutions Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Solutions Advisory Group’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 		$278K Hold
3,400
– – 0.04% 158
2026
Q1 		$281K Buy
+3,400
New +$281K 0.04% 146

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Financial Solutions Advisory Group's SHY Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3,400 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #158.

Financial Solutions Advisory Group first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $281K in Q1 2026. 357 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Financial Solutions Advisory Group held 3,400 shares of iShares 1-3 Year Treasury Bond ETF worth $278K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #158 holding.
  • Financial Solutions Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $281K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.