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

Fortis Group 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
Q2 		$233K Sell
2,833
-159
-5% -$13.1K 0.04% 248
2026
Q1 		$247K Sell
2,992
-84
-3% -$6.95K 0.04% 252
2025
Q4 		$255K Sell
3,076
-171
-5% -$14.2K 0.04% 252
2025
Q3 		$269K Sell
3,247
-64,745
-95% -$5.36M 0.05% 204
2025
Q2 		$5.61M Sell
67,992
-9,369
-12% -$773K 1.02% 21
2025
Q1 		$6.4M Sell
77,361
-3,710
-5% -$305K 1.24% 21
2024
Q4 		$6.65M Sell
81,071
-16,510
-17% -$1.36M 1.24% 22
2024
Q3 		$8.11M Buy
97,581
+4,116
+4% +$340K 1.5% 20
2024
Q2 		$7.63M Sell
93,465
-118,157
-56% -$9.61M 1.52% 21
2024
Q1 		$17.3M Buy
211,622
+173,451
+454% +$14.2M 3.19% 4
2023
Q4 		$3.14M Buy
38,171
+349
+0.9% +$28.4K 0.78% 24
2023
Q3 		$3.11M Buy
37,822
+3,147
+9% +$255K 0.95% 21
2023
Q2 		$2.81M Sell
34,675
-2,805
-7% -$229K 0.75% 31
2023
Q1 		$3.08M Buy
+37,480
New +$3.06M 0.93% 24
2020
Q3 		$52.8M Buy
+610,497
New +$52.8M 10.24% 1

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

Fortis Group Advisors's SHY Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.3% in Q2 2026, selling an estimated $13.1K and leaving 2,833 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #248.

Fortis Group Advisors first reported a position in SHY in Q3 2020 and has held it in 15 quarters since. The position peaked at $52.8M in Q3 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Fortis Group Advisors held 2,833 shares of iShares 1-3 Year Treasury Bond ETF worth $233K as of Q2 2026.
  • Fortis Group Advisors sold 159 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #248 holding.
  • Fortis Group Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $52.8M in Q3 2020.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.