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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundry Financial Group's SHY Position: Q1 2026 in Review

Foundry Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.8% in Q1 2026, buying an estimated $69.5K and bringing the position to 15,212 shares worth $1.26M. The position accounts for 0.62% of the portfolio, ranked #31.

Foundry Financial Group first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Foundry Financial Group held 15,212 shares of iShares 1-3 Year Treasury Bond ETF worth $1.26M as of Q1 2026.
Foundry Financial Group bought 839 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $69.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.62% of Foundry Financial Group's portfolio in Q1 2026, its #31 holding.
Foundry Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.