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IFG Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

IFG Advisory’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
Q1 		– Sell
-11,607
Closed -$961K – 780
2025
Q4 		$961K Buy
11,607
+286
+3% +$23.7K 0.04% 366
2025
Q3 		$939K Sell
11,321
-560
-5% -$46.3K 0.04% 365
2025
Q2 		$984K Sell
11,881
-2,691
-18% -$222K 0.05% 342
2025
Q1 		$1.21M Buy
14,572
+2,804
+24% +$231K 0.07% 289
2024
Q4 		$965K Buy
11,768
+1,144
+11% +$94K 0.05% 300
2024
Q3 		$883K Sell
10,624
-4,434
-29% -$366K 0.06% 283
2024
Q2 		$1.23M Buy
15,058
+855
+6% +$69.6K 0.08% 254
2024
Q1 		$1.16M Sell
14,203
-1,710
-11% -$140K 0.09% 235
2023
Q4 		$1.31M Buy
15,913
+4,980
+46% +$405K 0.1% 222
2023
Q3 		$885K Buy
+10,933
New +$885K 0.07% 247
2023
Q2 		– Sell
-12,302
Closed -$1.01M – 458
2023
Q1 		$1.01M Buy
12,302
+145
+1% +$11.8K 0.09% 213
2022
Q4 		$986K Buy
12,157
+8,841
+267% +$717K 0.1% 212
2022
Q3 		$269K Buy
3,316
+793
+31% +$65.3K 0.02% 431
2022
Q2 		$208K Sell
2,523
-675
-21% -$56K 0.02% 438
2022
Q1 		$266K Hold
3,198
– – 0.03% 423
2021
Q4 		$273K Buy
3,198
+466
+17% +$40K 0.03% 415
2021
Q3 		$235K Buy
+2,732
New +$236K 0.03% 438
2020
Q1 		– Sell
-2,991
Closed -$253K – 414
2019
Q4 		$253K Buy
2,991
+63
+2% +$5.34K 0.05% 346
2019
Q3 		$248K Sell
2,928
-4,681
-62% -$397K 0.05% 338
2019
Q2 		$645K Buy
7,609
+453
+6% +$38.1K 0.11% 180
2019
Q1 		$601K Sell
7,156
-393
-5% -$32.9K 0.12% 173
2018
Q4 		$631K Buy
7,549
+1,522
+25% +$126K 0.15% 146
2018
Q3 		$500K Hold
6,027
– – 0.09% 207
2018
Q2 		$502K Buy
6,027
+1,200
+25% +$99.9K 0.1% 190
2018
Q1 		$403K Sell
4,827
-142
-3% -$11.9K 0.09% 215
2017
Q4 		$416K Buy
+4,969
New +$418K 0.09% 204

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG Advisory's SHY Position: Q1 2026 in Review

IFG Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 11,607 shares — an estimated $961K sold.

IFG Advisory first reported a position in SHY in Q4 2017 and held it in 26 quarters. The position peaked at $1.31M in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • IFG Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 11,607 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $961K.
  • IFG Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 26 quarters.
  • IFG Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.31M in Q4 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.