Formidable Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Formidable Asset Management’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	$1.49M	Buy	18,076 +3,506	+24%	+$288K	0.24%	90
2026 Q1	$1.21M	Buy	14,570 +10,425	+252%	+$863K	0.19%	107
2025 Q4	$344K	Hold	4,145	–	–	0.05%	311
2025 Q3	$343K	Buy	4,145 +700	+20%	+$57.9K	0.05%	305
2025 Q2	$285K	Hold	3,445	–	–	0.05%	320
2025 Q1	$285K	Buy	+3,445	New	+$283K	0.05%	319
2020 Q3	–	Sell	-2,557	Closed	-$221K	–	290
2020 Q2	$221K	Buy	+2,557	New	+$221K	0.07%	221

Other funds holding SHY

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

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 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Formidable Asset Management's SHY Position: Q2 2026 in Review

Formidable Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, buying an estimated $288K and bringing the position to 18,076 shares worth $1.49M. The position accounts for 0.24% of the portfolio, ranked #90.

Formidable Asset Management first reported a position in SHY in Q2 2020 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Formidable Asset Management held 18,076 shares of iShares 1-3 Year Treasury Bond ETF worth $1.49M as of Q2 2026.
Formidable Asset Management bought 3,506 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $288K.
iShares 1-3 Year Treasury Bond ETF made up 0.24% of Formidable Asset Management's portfolio in Q2 2026, its #90 holding.
Formidable Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.