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

Foundry 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	$1.19M	Sell	14,546 -666	-4%	-$54.8K	0.52%	33
2026 Q1	$1.26M	Buy	15,212 +839	+6%	+$69.5K	0.62%	31
2025 Q4	$1.19M	Buy	14,373 +2,624	+22%	+$218K	0.6%	31
2025 Q3	$975K	Sell	11,749 -927	-7%	-$76.7K	0.51%	34
2025 Q2	$1.05M	Buy	12,676 +1,593	+14%	+$132K	0.6%	30
2025 Q1	$917K	Sell	11,083 -521	-4%	-$42.8K	0.56%	34
2024 Q4	$951K	Buy	11,604 +2,049	+21%	+$168K	0.59%	34
2024 Q3	$794K	Buy	9,555 +1,803	+23%	+$149K	0.5%	34
2024 Q2	$633K	Sell	7,752 -63	-0.8%	-$5.13K	0.44%	37
2024 Q1	$639K	Buy	7,815 +22	+0.3%	+$1.8K	0.46%	36
2023 Q4	$639K	Buy	+7,793	New	+$633K	0.54%	31

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Foundry Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q2 2026, selling an estimated $54.8K and leaving 14,546 shares worth $1.19M. The position accounts for 0.52% of the portfolio, ranked #33.

Foundry Financial Group first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Foundry Financial Group held 14,546 shares of iShares 1-3 Year Treasury Bond ETF worth $1.19M as of Q2 2026.
Foundry Financial Group sold 666 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $54.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.52% of Foundry Financial Group's portfolio in Q2 2026, its #33 holding.
Foundry Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.26M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.