HFAS
SHY icon

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

Hummer Financial Advisory 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 		$205K Hold
2,500
– – 0.14% 128
2026
Q1 		$206K Buy
+2,500
New +$207K 0.15% 126

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

Hummer Financial Advisory Services's SHY Position: Q2 2026 in Review

Hummer Financial Advisory Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 2,500 shares worth $205K. The position accounts for 0.14% of the portfolio, ranked #128.

Hummer Financial Advisory Services first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $206K in Q1 2026. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Hummer Financial Advisory Services held 2,500 shares of iShares 1-3 Year Treasury Bond ETF worth $205K as of Q2 2026.
  • Hummer Financial Advisory 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 0.14% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #128 holding.
  • Hummer Financial Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Hummer Financial Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $206K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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