FFN
SHY icon

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
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

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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Focus Financial Network's SHY Position: Q2 2026 in Review

Focus Financial Network reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.4% in Q2 2026, selling an estimated $85.4K and leaving 74,405 shares worth $6.11M. The position accounts for 0.19% of the portfolio, ranked #92.

Focus Financial Network first reported a position in SHY in Q1 2019 and has held it in 22 quarters since. The position peaked at $8.35M in Q2 2023. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Focus Financial Network held 74,405 shares of iShares 1-3 Year Treasury Bond ETF worth $6.11M as of Q2 2026.
  • Focus Financial Network sold 1,039 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $85.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.19% of Focus Financial Network's portfolio in Q2 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 22 quarters since.
  • Focus Financial Network's iShares 1-3 Year Treasury Bond ETF position peaked at $8.35M in Q2 2023.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.