Flagstar Advisors
SHY icon

Flagstar Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Flagstar 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
Q3 		$350K Sell
4,304
-50
-1% -$4.09K 0.11% 149
2026
Q2 		$358K Buy
4,354
+492
+13% +$40.5K 0.11% 149
2026
Q1 		$319K Buy
3,862
+15
+0.4% +$1.24K 0.12% 140
2025
Q4 		$319K Sell
3,847
-107
-3% -$8.87K 0.11% 145
2025
Q3 		$328K Sell
3,954
-84
-2% -$6.95K 0.1% 151
2025
Q2 		$335K Sell
4,038
-185
-4% -$15.3K 0.09% 157
2025
Q1 		$349K Sell
4,223
-422
-9% -$34.7K 0.09% 162
2024
Q4 		$381K Buy
4,645
+37
+0.8% +$3.04K 0.09% 155
2024
Q3 		$383K Sell
4,608
-1,246
-21% -$103K 0.1% 156
2024
Q2 		$478K Sell
5,854
-1,094
-16% -$89K 0.13% 125
2024
Q1 		$568K Buy
6,948
+1,659
+31% +$136K 0.16% 116
2023
Q4 		$434K Buy
5,289
+1,230
+30% +$100K 0.14% 124
2023
Q3 		$329K Buy
4,059
+101
+3% +$8.18K 0.13% 127
2023
Q2 		$321K Sell
3,958
-1,309
-25% -$107K 0.12% 128
2023
Q1 		$433K Buy
5,267
+13
+0.2% +$1.06K 0.16% 112
2022
Q4 		$426K Sell
5,254
-748
-12% -$60.7K 0.15% 112
2022
Q3 		$487K Buy
6,002
+53
+0.9% +$4.36K 0.18% 105
2022
Q2 		$492K Buy
5,949
+7
+0.1% +$581 0.18% 102
2022
Q1 		$495K Sell
5,942
-2,879
-33% -$243K 0.16% 102
2021
Q4 		$755K Sell
8,821
-3,066
-26% -$263K 0.23% 82
2021
Q3 		$1.02M Buy
+11,887
New +$1.02M 0.34% 64

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Flagstar Advisors's SHY Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q3 2026, selling an estimated $4.09K and leaving 4,304 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #149.

Flagstar Advisors first reported a position in SHY in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q3 2021. 517 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Flagstar Advisors held 4,304 shares of iShares 1-3 Year Treasury Bond ETF worth $350K as of Q3 2026.
  • Flagstar Advisors sold 50 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.09K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Flagstar Advisors's portfolio in Q3 2026, its #149 holding.
  • Flagstar Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.02M in Q3 2021.
  • 517 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.