Howard Financial Services
SHY icon

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
Q3 		$325K Sell
4,008
-1,642
-29% -$134K 0.03% 176
2026
Q2 		$464K Sell
5,650
-3
-0.1% -$247 0.05% 138
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Howard Financial Services's SHY Position: Q3 2026 in Review

Howard Financial Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 29% in Q3 2026, selling an estimated $134K and leaving 4,008 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #176.

Howard Financial Services first reported a position in SHY in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.74M in Q3 2019. 712 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Howard Financial Services held 4,008 shares of iShares 1-3 Year Treasury Bond ETF worth $325K as of Q3 2026.
  • Howard Financial Services sold 1,642 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $134K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #176 holding.
  • Howard Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $6.74M in Q3 2019.
  • 712 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.