HIW
SHY icon

Holos Integrated Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Holos Integrated Wealth’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 		$65.6K Sell
802
-159
-17% -$13.1K 0.03% 144
2026
Q1 		$79.1K Buy
961
+606
+171% +$50.2K 0.04% 131
2025
Q4 		$29.4K Hold
355
– – 0.02% 140
2025
Q3 		$29.4K Hold
355
– – 0.02% 137
2025
Q2 		$29.3K Hold
355
– – 0.02% 137
2025
Q1 		$29.4K Hold
355
– – 0.02% 133
2024
Q4 		$29.1K Buy
+355
New +$29.2K 0.02% 132

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Holos Integrated Wealth's SHY Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q2 2026, selling an estimated $13.1K and leaving 802 shares worth $65.6K. The position accounts for 0.03% of the portfolio, ranked #144.

Holos Integrated Wealth first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.1K in Q1 2026. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Holos Integrated Wealth held 802 shares of iShares 1-3 Year Treasury Bond ETF worth $65.6K as of Q2 2026.
  • Holos Integrated Wealth sold 159 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #144 holding.
  • Holos Integrated Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $79.1K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.