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

Finley Financial’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 		$126K Hold
1,535
– – 0.05% 80
2026
Q1 		$127K Sell
1,535
-1,610
-51% -$133K 0.06% 73
2025
Q4 		$260K Hold
3,145
– – 0.12% 60
2025
Q3 		$261K Hold
3,145
– – 0.12% 60
2025
Q2 		$261K Hold
3,145
– – 0.13% 62
2025
Q1 		$261K Sell
3,145
-1,200
-28% -$98.7K 0.15% 58
2024
Q4 		$357K Buy
+4,345
New +$357K 0.19% 54

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Finley Financial's SHY Position: Q2 2026 in Review

Finley Financial held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,535 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #80.

Finley Financial first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $357K in Q4 2024. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Finley Financial held 1,535 shares of iShares 1-3 Year Treasury Bond ETF worth $126K as of Q2 2026.
  • Finley Financial left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Finley Financial's portfolio in Q2 2026, its #80 holding.
  • Finley Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $357K in Q4 2024.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.