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 Q3	$74K	Buy	910 +108	+13%	+$8.83K	0.03%	138
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

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

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

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Holos Integrated Wealth's SHY Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q3 2026, buying an estimated $8.83K and bringing the position to 910 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #138.

Holos Integrated Wealth first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $79.1K in Q1 2026. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Holos Integrated Wealth held 910 shares of iShares 1-3 Year Treasury Bond ETF worth $74K as of Q3 2026.
Holos Integrated Wealth bought 108 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $8.83K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #138 holding.
Holos Integrated Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $79.1K in Q1 2026.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.