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

Focus Financial Network’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	$6M	Sell	73,941 -464	-0.6%	-$37.9K	0.18%	92
2026 Q2	$6.11M	Sell	74,405 -1,039	-1%	-$85.4K	0.19%	92
2026 Q1	$6.23M	Sell	75,444 -21,236	-22%	-$1.76M	0.22%	79
2025 Q4	$8.01M	Sell	96,680 -430	-0.4%	-$35.6K	0.28%	65
2025 Q3	$8.06M	Buy	97,110 +2,265	+2%	+$187K	0.29%	66
2025 Q2	$7.86M	Buy	94,845 +3,135	+3%	+$259K	0.31%	60
2025 Q1	$7.59M	Sell	91,710 -732	-0.8%	-$60.2K	0.31%	62
2024 Q4	$7.58M	Sell	92,442 -1,588	-2%	-$131K	0.3%	62
2024 Q3	$7.82M	Sell	94,030 -2,600	-3%	-$215K	0.32%	58
2024 Q2	$7.92M	Sell	96,630 -3,608	-4%	-$294K	0.34%	58
2024 Q1	$8.13M	Sell	100,238 -696	-0.7%	-$57K	0.4%	49
2023 Q4	$8.28M	Sell	100,934 -945	-0.9%	-$76.8K	0.31%	69
2023 Q3	$8.25M	Sell	101,879 -1,158	-1%	-$93.8K	0.47%	42
2023 Q2	$8.35M	Buy	103,037 +3,194	+3%	+$261K	0.46%	45
2023 Q1	$8.2M	Buy	+99,843	New	+$8.14M	0.51%	42
2021 Q2	–	Sell	-2,609	Closed	-$225K	–	416
2021 Q1	$225K	Buy	+2,609	New	+$225K	0.03%	374
2020 Q4	–	Sell	-82,238	Closed	-$7.11M	–	471
2020 Q3	$7.11M	Buy	82,238 +2,018	+3%	+$175K	0.66%	34
2020 Q2	$6.95M	Buy	80,220 +2,481	+3%	+$215K	0.77%	30
2020 Q1	$6.74M	Buy	77,739 +8,721	+13%	+$745K	0.9%	30
2019 Q4	$5.84M	Sell	69,018 -407	-0.6%	-$34.5K	0.72%	31
2019 Q3	$5.89M	Buy	69,425 +2,368	+4%	+$201K	0.82%	27
2019 Q2	$5.69M	Buy	67,057 +2,871	+4%	+$242K	0.84%	26
2019 Q1	$5.4M	Buy	+64,186	New	+$5.37M	0.87%	25

Other funds holding SHY

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

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

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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Focus Financial Network's SHY Position: Q3 2026 in Review

Focus Financial Network reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.62% in Q3 2026, selling an estimated $37.9K and leaving 73,941 shares worth $6M. The position accounts for 0.18% of the portfolio, ranked #92.

Focus Financial Network first reported a position in SHY in Q1 2019 and has held it in 23 quarters since. The position peaked at $8.35M in Q2 2023. 324 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Focus Financial Network held 73,941 shares of iShares 1-3 Year Treasury Bond ETF worth $6M as of Q3 2026.
Focus Financial Network sold 464 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $37.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Focus Financial Network's portfolio in Q3 2026, its #92 holding.
Focus Financial Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's iShares 1-3 Year Treasury Bond ETF position peaked at $8.35M in Q2 2023.
324 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.