HFS
SHY icon

Horizon Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Horizon Financial Services’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 		$6.16K Hold
75
– – ﹤0.01% 374
2026
Q1 		$6.19K Hold
75
– – ﹤0.01% 296
2025
Q4 		$6.21K Hold
75
– – ﹤0.01% 242
2025
Q3 		$6.22K Hold
75
– – ﹤0.01% 244
2025
Q2 		$6.21K Hold
75
– – ﹤0.01% 153
2025
Q1 		$6.21K Hold
75
– – ﹤0.01% 136
2024
Q4 		$6.15K Sell
75
-40
-35% -$3.29K ﹤0.01% 138
2024
Q3 		$9.56K Buy
115
+40
+53% +$3.3K 0.01% 128
2024
Q2 		$6.12K Hold
75
– – ﹤0.01% 142
2024
Q1 		$6.13K Buy
+75
New +$6.14K ﹤0.01% 149
2022
Q1 		– Sell
-75
Closed -$6.42K – 102
2021
Q4 		$6.42K Sell
75
-3,974
-98% -$341K ﹤0.01% 101
2021
Q3 		$349K Sell
4,049
-23,709
-85% -$2.04M 0.23% 52
2021
Q2 		$2.39M Sell
27,758
-50,890
-65% -$4.39M 1.74% 24
2021
Q1 		$6.78M Buy
78,648
+2,380
+3% +$205K 5.95% 8
2020
Q4 		$6.59M Sell
76,268
-64,733
-46% -$5.59M 5.97% 8
2020
Q3 		$12.2M Buy
+141,001
New +$12.2M 11.85% 2

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Horizon Financial Services's SHY Position: Q2 2026 in Review

Horizon Financial Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 75 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Horizon Financial Services first reported a position in SHY in Q3 2020 and has held it in 16 quarters since. The position peaked at $12.2M in Q3 2020. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Horizon Financial Services held 75 shares of iShares 1-3 Year Treasury Bond ETF worth $6.16K as of Q2 2026.
  • Horizon Financial Services 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 Horizon Financial Services's portfolio in Q2 2026, its #374 holding.
  • Horizon Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • Horizon Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $12.2M in Q3 2020.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.