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

GFS 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	Buy	10,936 +6,222	+132%	+$512K	1.26%	26
2026 Q1	$389K	Buy	4,714 +670	+17%	+$55.5K	0.05%	131
2025 Q4	$335K	Buy	+4,044	New	+$335K	0.04%	154
2025 Q3	–	Sell	-2,677	Closed	-$222K	–	150
2025 Q2	$222K	Sell	2,677 -444	-14%	-$36.7K	0.03%	144
2025 Q1	$258K	Hold	3,121	–	–	0.05%	110
2024 Q4	$256K	Buy	3,121 +121	+4%	+$9.95K	0.04%	136
2024 Q3	$249K	Sell	3,000 -507	-14%	-$41.8K	0.05%	103
2024 Q2	$245K	Buy	3,507 +507	+17%	+$41.3K	0.04%	135
2024 Q1	$245K	Hold	3,000	–	–	0.04%	129
2023 Q4	$246K	Sell	3,000 -300	-9%	-$24.4K	0.04%	139
2023 Q3	$267K	Hold	3,300	–	–	0.04%	135
2023 Q2	$268K	Hold	3,300	–	–	0.06%	113
2023 Q1	$271K	Sell	3,300 -200	-6%	-$16.3K	0.06%	112
2022 Q4	$284K	Hold	3,500	–	–	0.06%	116
2022 Q3	$284K	Sell	3,500 -1,500	-30%	-$123K	0.07%	116
2022 Q2	$414K	Sell	5,000 -500	-9%	-$41.5K	0.09%	108
2022 Q1	$458K	Hold	5,500	–	–	0.1%	125
2021 Q4	$470K	Sell	5,500 -445	-7%	-$38.2K	0.08%	137
2021 Q3	$512K	Hold	5,945	–	–	0.11%	121
2021 Q2	$512K	Hold	5,945	–	–	0.12%	106
2021 Q1	$513K	Hold	5,945	–	–	0.12%	98
2020 Q4	$514K	Hold	5,945	–	–	0.14%	91
2020 Q3	$514K	Hold	5,945	–	–	0.16%	81
2020 Q2	$515K	Buy	5,945 +2,000	+51%	+$173K	0.16%	83
2020 Q1	$342K	Buy	+3,945	New	+$337K	0.11%	91
2018 Q3	–	Sell	-5,490	Closed	-$458K	–	151
2018 Q2	$458K	Buy	+5,490	New	+$457K	0.1%	114

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

GFS Advisors's SHY Position: Q2 2026 in Review

GFS Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 132% in Q2 2026, buying an estimated $512K and bringing the position to 10,936 shares worth $11.9M. The position accounts for 1.26% of the portfolio, ranked #26.

GFS Advisors first reported a position in SHY in Q2 2018 and has held it in 26 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

GFS Advisors held 10,936 shares of iShares 1-3 Year Treasury Bond ETF worth $11.9M as of Q2 2026.
GFS Advisors bought 6,222 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $512K.
iShares 1-3 Year Treasury Bond ETF made up 1.26% of GFS Advisors's portfolio in Q2 2026, its #26 holding.
GFS Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 26 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.