FFA
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Founders Financial Alliance’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Founders Financial Alliance’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
Q1 		$44.3K Buy
+537
New +$44.5K 0.01% 521
2025
Q4 		– Sell
-500
Closed -$41.5K – 698
2025
Q3 		$41.5K Sell
500
-6,916
-93% -$572K 0.01% 513
2025
Q2 		$615K Sell
7,416
-907
-11% -$74.9K 0.14% 149
2025
Q1 		$689K Sell
8,323
-103
-1% -$8.47K 0.17% 135
2024
Q4 		$691K Buy
8,426
+8
+0.1% +$658 0.19% 112
2024
Q3 		$700K Buy
8,418
+5
+0.1% +$413 0.19% 107
2024
Q2 		$687K Sell
8,413
-3,331
-28% -$271K 0.2% 107
2024
Q1 		$960K Buy
11,744
+176
+2% +$14.4K 0.29% 80
2023
Q4 		$949K Sell
11,568
-595
-5% -$48.4K 0.37% 60
2023
Q3 		$985K Sell
12,163
-183
-1% -$14.8K 0.43% 50
2023
Q2 		$1M Buy
12,346
+189
+2% +$15.5K 0.39% 57
2023
Q1 		$999K Buy
12,157
+414
+4% +$33.7K 0.5% 52
2022
Q4 		$953K Sell
11,743
-816
-6% -$66.2K 0.44% 60
2022
Q3 		$1.02M Buy
12,559
+11,925
+1,881% +$981K 0.52% 51
2022
Q2 		$52K Buy
+634
New +$52.6K 0.03% 331
2021
Q1 		– Sell
-116
Closed -$10K – 480
2020
Q4 		$10K Buy
+116
New +$10K 0.01% 367

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's SHY Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 537 shares worth $44.3K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in SHY as recently as Q3 2025.

Founders Financial Alliance first reported a position in SHY in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.02M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Founders Financial Alliance held 537 shares of iShares 1-3 Year Treasury Bond ETF worth $44.3K as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Founders Financial Alliance position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #521 holding.
  • Founders Financial Alliance first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Founders Financial Alliance's iShares 1-3 Year Treasury Bond ETF position peaked at $1.02M in Q3 2022.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.