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Foundations Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Foundations Investment 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 		$11.9M Sell
145,006
-17,451
-11% -$1.43M 0.12% 161
2026
Q1 		$13.4M Buy
162,457
+16,668
+11% +$1.38M 0.17% 138
2025
Q4 		$12.1M Sell
145,789
-12,926
-8% -$1.07M 0.16% 136
2025
Q3 		$13.2M Sell
158,715
-172,407
-52% -$14.3M 0.19% 117
2025
Q2 		$27.4M Buy
331,122
+158,306
+92% +$13.1M 0.43% 59
2025
Q1 		$14.3M Sell
172,816
-7,301
-4% -$600K 0.26% 97
2024
Q4 		$14.8M Sell
180,117
-191,183
-51% -$15.7M 0.28% 80
2024
Q3 		$30.9M Buy
371,300
+163,958
+79% +$13.5M 0.65% 34
2024
Q2 		$16.9M Sell
207,342
-20,095
-9% -$1.63M 0.41% 60
2024
Q1 		$18.6M Sell
227,437
-27,387
-11% -$2.24M 0.49% 48
2023
Q4 		$20.9M Sell
254,824
-262,687
-51% -$21.4M 0.56% 42
2023
Q3 		$41.9M Buy
517,511
+128,685
+33% +$10.4M 1.29% 19
2023
Q2 		$31.5M Sell
388,826
-159,641
-29% -$13.1M 1.04% 21
2023
Q1 		$45.1M Sell
548,467
-828,058
-60% -$67.5M 1.61% 11
2022
Q4 		$112M Buy
1,376,525
+1,350,344
+5,158% +$110M 4.45% 5
2022
Q3 		$2.13M Buy
+26,181
New +$2.15M 0.09% 96
2021
Q4 		– Sell
-5,608
Closed -$483K – 354
2021
Q3 		$483K Sell
5,608
-1,742
-24% -$150K 0.02% 187
2021
Q2 		$634K Buy
+7,350
New +$634K 0.03% 140
2020
Q3 		– Sell
-2,462
Closed -$213K – 182
2020
Q2 		$213K Sell
2,462
-790,206
-100% -$68.4M 0.02% 158
2020
Q1 		$68.7M Buy
+792,668
New +$67.7M 7.96% 6
2018
Q4 		– Sell
-56,538
Closed -$4.7M – 125
2018
Q3 		$4.7M Buy
56,538
+4,727
+9% +$393K 1.14% 18
2018
Q2 		$4.32M Buy
+51,811
New +$4.32M 1.15% 19

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

Foundations Investment Advisors's SHY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, selling an estimated $1.43M and leaving 145,006 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #161.

Foundations Investment Advisors first reported a position in SHY in Q2 2018 and has held it in 22 quarters since. The position peaked at $112M in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Foundations Investment Advisors held 145,006 shares of iShares 1-3 Year Treasury Bond ETF worth $11.9M as of Q2 2026.
  • Foundations Investment Advisors sold 17,451 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.43M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Foundations Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Foundations Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 22 quarters since.
  • Foundations Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $112M in Q4 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.