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

HHM Wealth 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	$7.39K	Hold	90	–	–	﹤0.01%	673
2026 Q1	$7.43K	Buy	+90	New	+$7.45K	﹤0.01%	675
2023 Q3	–	Sell	-209	Closed	-$16.9K	–	816
2023 Q2	$16.9K	Buy	209 +38	+22%	+$3.11K	﹤0.01%	444
2023 Q1	$14.1K	Hold	171	–	–	﹤0.01%	462
2022 Q4	$13.9K	Hold	171	–	–	﹤0.01%	406
2022 Q3	$14K	Sell	171 -400	-70%	-$32.9K	﹤0.01%	393
2022 Q2	$47K	Buy	571 +154	+37%	+$12.8K	0.01%	289
2022 Q1	$35K	Buy	417 +17	+4%	+$1.44K	0.01%	357
2021 Q4	$34K	Hold	400	–	–	0.01%	354
2021 Q3	$34K	Hold	400	–	–	0.01%	346
2021 Q2	$34K	Hold	400	–	–	0.01%	341
2021 Q1	$35K	Hold	400	–	–	0.01%	322
2020 Q4	$35K	Hold	400	–	–	0.01%	296
2020 Q3	$35K	Hold	400	–	–	0.01%	265
2020 Q2	$35K	Hold	400	–	–	0.01%	257
2020 Q1	$35K	Buy	+400	New	+$34.2K	0.02%	239

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HHM Wealth Advisors's SHY Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 90 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

HHM Wealth Advisors first reported a position in SHY in Q1 2020 and has held it in 16 quarters since. The position peaked at $47K in Q2 2022. 438 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

HHM Wealth Advisors held 90 shares of iShares 1-3 Year Treasury Bond ETF worth $7.39K as of Q2 2026.
HHM Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #673 holding.
HHM Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
HHM Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $47K in Q2 2022.
438 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.