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

Howard 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	$465K	Buy	5,657 +4	+0.1%	+$329	0.05%	154
2026 Q1	$467K	Buy	5,653 +780	+16%	+$64.6K	0.05%	134
2025 Q4	$404K	Sell	4,873 -1,066	-18%	-$88.4K	0.05%	129
2025 Q3	$493K	Sell	5,939 -708	-11%	-$58.6K	0.06%	110
2025 Q2	$551K	Sell	6,647 -184	-3%	-$15.2K	0.07%	93
2025 Q1	$565K	Sell	6,831 -127	-2%	-$10.4K	0.08%	96
2024 Q4	$570K	Sell	6,958 -6,041	-46%	-$497K	0.08%	95
2024 Q3	$1.08M	Buy	12,999 +1,502	+13%	+$124K	0.16%	55
2024 Q2	$939K	Sell	11,497 -487	-4%	-$39.6K	0.15%	59
2024 Q1	$980K	Sell	11,984 -500	-4%	-$40.9K	0.17%	58
2023 Q4	$1.02M	Sell	12,484 -550	-4%	-$44.7K	0.2%	54
2023 Q3	$1.06M	Buy	13,034 +3,856	+42%	+$312K	0.24%	49
2023 Q2	$744K	Buy	9,178 +2,926	+47%	+$239K	0.18%	58
2023 Q1	$514K	Sell	6,252 -36	-0.6%	-$2.94K	0.13%	70
2022 Q4	$510K	Sell	6,288 -30	-0.5%	-$2.43K	0.13%	69
2022 Q3	$513K	Buy	6,318 +2	+0%	+$165	0.17%	61
2022 Q2	$523K	Sell	6,316 -1	-0%	-$83	0.18%	53
2022 Q1	$527K	Sell	6,317 -285	-4%	-$24.1K	0.16%	57
2021 Q4	$565K	Sell	6,602 -1,173	-15%	-$101K	0.17%	54
2021 Q3	$670K	Sell	7,775 -917	-11%	-$79.1K	0.25%	42
2021 Q2	$749K	Sell	8,692 -2,320	-21%	-$200K	0.29%	37
2021 Q1	$950K	Sell	11,012 -5,869	-35%	-$507K	0.43%	30
2020 Q4	$1.46M	Sell	16,881 -5,012	-23%	-$433K	0.77%	22
2020 Q3	$1.89M	Sell	21,893 -4,387	-17%	-$380K	1.22%	20
2020 Q2	$2.28M	Sell	26,280 -4,042	-13%	-$350K	1.62%	14
2020 Q1	$2.63M	Sell	30,322 -19,992	-40%	-$1.71M	2.32%	8
2019 Q4	$4.26M	Sell	50,314 -29,109	-37%	-$2.47M	2.62%	9
2019 Q3	$6.74M	Buy	79,423 +6,393	+9%	+$542K	4.46%	7
2019 Q2	$6.19M	Buy	73,030 +2,871	+4%	+$242K	4.23%	7
2019 Q1	$5.9M	Buy	70,159 +13,855	+25%	+$1.16M	4.19%	6
2018 Q4	$4.71M	Buy	+56,304	New	+$4.68M	3.62%	8

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Howard Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.07% in Q2 2026, buying an estimated $329 and bringing the position to 5,657 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #154.

Howard Financial Services first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.74M in Q3 2019. 339 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Howard Financial Services held 5,657 shares of iShares 1-3 Year Treasury Bond ETF worth $465K as of Q2 2026.
Howard Financial Services bought 4 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $329.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #154 holding.
Howard Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
Howard Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $6.74M in Q3 2019.
339 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.