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

Fortem Financial Group’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 		$299K Sell
3,640
-525
-13% -$43.2K 0.06% 154
2026
Q1 		$344K Sell
4,165
-224
-5% -$18.5K 0.09% 140
2025
Q4 		$363K Sell
4,389
-309
-7% -$25.6K 0.1% 132
2025
Q3 		$390K Sell
4,698
-3,282
-41% -$271K 0.11% 122
2025
Q2 		$661K Sell
7,980
-53,389
-87% -$4.41M 0.21% 98
2025
Q1 		$5.08M Sell
61,369
-27,651
-31% -$2.27M 1.98% 11
2024
Q4 		$7.3M Buy
89,020
+313
+0.4% +$25.7K 2.83% 6
2024
Q3 		$7.38M Sell
88,707
-16,039
-15% -$1.32M 3% 4
2024
Q2 		$8.55M Sell
104,746
-1,209
-1% -$98.4K 3.68% 3
2024
Q1 		$8.66M Buy
105,955
+2,985
+3% +$244K 3.8% 2
2023
Q4 		$8.45M Buy
102,970
+37,008
+56% +$3.01M 4.2% 2
2023
Q3 		$5.34M Buy
65,962
+14,807
+29% +$1.2M 3.13% 2
2023
Q2 		$4.15M Buy
51,155
+25,106
+96% +$2.05M 2.46% 6
2023
Q1 		$2.14M Buy
+26,049
New +$2.12M 1.39% 17

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Fortem Financial Group's SHY Position: Q2 2026 in Review

Fortem Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, selling an estimated $43.2K and leaving 3,640 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #154.

Fortem Financial Group first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.66M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Fortem Financial Group held 3,640 shares of iShares 1-3 Year Treasury Bond ETF worth $299K as of Q2 2026.
  • Fortem Financial Group sold 525 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #154 holding.
  • Fortem Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Fortem Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $8.66M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.