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

Freestate 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
Q3 		$1.43M Sell
17,592
-409
-2% -$33.4K 1.1% 19
2026
Q2 		$1.48M Buy
18,001
+75
+0.4% +$6.17K 1.1% 15
2026
Q1 		$1.48M Sell
17,926
-557
-3% -$46.1K 1.18% 14
2025
Q4 		$1.53M Sell
18,483
-373
-2% -$30.9K 1.24% 14
2025
Q3 		$1.56M Sell
18,856
-1,067
-5% -$88.3K 1.31% 13
2025
Q2 		$1.65M Sell
19,923
-1,056
-5% -$87.2K 1.47% 12
2025
Q1 		$1.74M Sell
20,979
-4,744
-18% -$390K 1.72% 12
2024
Q4 		$2.11M Buy
25,723
+2,874
+13% +$236K 2.18% 9
2024
Q3 		$1.9M Buy
+22,849
New +$1.89M 1.98% 9
2021
Q1 		– Sell
-29,577
Closed -$2.56M – 11
2020
Q4 		$2.56M Sell
29,577
-122,662
-81% -$10.6M 2.72% 6
2020
Q3 		$13.2M Sell
152,239
-14,151
-9% -$1.22M 14.71% 4
2020
Q2 		$14.4M Sell
166,390
-192,220
-54% -$16.6M 15.95% 4
2020
Q1 		$31.1M Buy
358,610
+323,602
+924% +$27.6M 52.48% 1
2019
Q4 		$2.96M Buy
35,008
+360
+1% +$30.5K 2.31% 4
2019
Q3 		$2.94M Buy
+34,648
New +$2.94M 2.2% 4

Other funds holding SHY

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Freestate Advisors's SHY Position: Q3 2026 in Review

Freestate Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.3% in Q3 2026, selling an estimated $33.4K and leaving 17,592 shares worth $1.43M. The position accounts for 1.1% of the portfolio, ranked #19.

Freestate Advisors first reported a position in SHY in Q3 2019 and has held it in 15 quarters since. The position peaked at $31.1M in Q1 2020. 68 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Freestate Advisors held 17,592 shares of iShares 1-3 Year Treasury Bond ETF worth $1.43M as of Q3 2026.
  • Freestate Advisors sold 409 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $33.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.1% of Freestate Advisors's portfolio in Q3 2026, its #19 holding.
  • Freestate Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • Freestate Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $31.1M in Q1 2020.
  • 68 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.