HFG Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HFG Wealth Management’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	$464K	Hold	5,649	–	–	0.47%	32
2026 Q2	$464K	Sell	5,649 -187	-3%	-$15.4K	0.47%	32
2026 Q1	$482K	Sell	5,836 -229	-4%	-$19K	0.27%	39
2025 Q4	$502K	Sell	6,065 -4,454	-42%	-$369K	0.28%	38
2025 Q3	$873K	Buy	10,519 +1,035	+11%	+$85.6K	0.47%	33
2025 Q2	$785K	Buy	9,484 +631	+7%	+$52.1K	0.48%	31
2025 Q1	$726K	Buy	+8,853	New	+$728K	0.44%	34
2024 Q1	–	Sell	-8,900	Closed	-$730K	–	54
2023 Q4	$730K	Buy	+8,900	New	+$723K	0.18%	45
2023 Q1	$822K	Buy	+10,000	New	+$815K	0.17%	48

Other funds holding SHY

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

HFG Wealth Management's SHY Position: Q3 2026 in Review

HFG Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 5,649 shares worth $464K. The position accounts for 0.47% of the portfolio, ranked #32.

HFG Wealth Management first reported a position in SHY in Q1 2023 and has held it in 9 quarters since. The position peaked at $873K in Q3 2025. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

HFG Wealth Management held 5,649 shares of iShares 1-3 Year Treasury Bond ETF worth $464K as of Q3 2026.
HFG Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of HFG Wealth Management's portfolio in Q3 2026, its #32 holding.
HFG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
HFG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $873K in Q3 2025.
859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.