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 Q3	$48.7K	Hold	600	–	–	0.01%	194
2026 Q2	$49.3K	Hold	600	–	–	0.02%	60
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	$10M	Buy	115,887 +5,272	+5%	+$455K	6.7%	7
2021 Q1	$9.5M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFS Advisors's SHY Position: Q3 2026 in Review

IFS Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 600 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #194.

IFS Advisors first reported a position in SHY in Q4 2020 and has held it in 24 quarters since. The position peaked at $10M in Q2 2021. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

IFS Advisors held 600 shares of iShares 1-3 Year Treasury Bond ETF worth $48.7K as of Q3 2026.
IFS Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #194 holding.
IFS Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 24 quarters since.
IFS Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $10M in Q2 2021.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.