IFS Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

IFS Advisors’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	$49.5K	Hold	600	–	–	0.03%	54
2025 Q4	$49.7K	Hold	600	–	–	0.03%	49
2025 Q3	$49.8K	Hold	600	–	–	0.03%	47
2025 Q2	$49.7K	Hold	600	–	–	0.04%	40
2025 Q1	$49.6K	Hold	600	–	–	0.04%	48
2024 Q4	$49.2K	Hold	600	–	–	0.04%	43
2024 Q3	$49.9K	Hold	600	–	–	0.04%	32
2024 Q2	$49K	Hold	600	–	–	0.04%	30
2024 Q1	$49.1K	Sell	600 -17	-3%	-$1.39K	0.04%	30
2023 Q4	$50.6K	Hold	617	–	–	0.06%	26
2023 Q3	$50K	Hold	617	–	–	0.09%	25
2023 Q2	$50K	Hold	617	–	–	0.12%	22
2023 Q1	$50.7K	Sell	617 -18,766	-97%	-$1.53M	0.21%	21
2022 Q4	$1.57M	Sell	19,383 -1,955	-9%	-$159K	2.72%	5
2022 Q3	$1.73M	Sell	21,338 -2,178	-9%	-$179K	3.18%	5
2022 Q2	$1.95M	Buy	23,516 +228	+1%	+$18.9K	5.18%	3
2022 Q1	$1.94M	Buy	23,288 +1,029	+5%	+$87K	1.82%	8
2021 Q4	$1.9M	Sell	22,259 -5,764	-21%	-$494K	1.34%	15
2021 Q3	$2.41M	Sell	28,023 -87,864	-76%	-$7.57M	1.55%	14
2021 Q2	$9.98M	Buy	115,887 +5,272	+5%	+$455K	6.7%	7
2021 Q1	$9.54M	Buy	110,615 +5,796	+6%	+$500K	7.46%	5
2020 Q4	$9.05M	Buy	+104,819	New	+$9.06M	6.93%	6

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFS Advisors's SHY Position: Q1 2026 in Review

IFS Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 600 shares worth $49.5K. The position accounts for 0.03% of the portfolio, ranked #54.

IFS Advisors first reported a position in SHY in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.98M in Q2 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

IFS Advisors held 600 shares of iShares 1-3 Year Treasury Bond ETF worth $49.5K as of Q1 2026.
IFS Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of IFS Advisors's portfolio in Q1 2026, its #54 holding.
IFS Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
IFS Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $9.98M in Q2 2021.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.