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

Independence Financial 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 Q2	$1.01M	Sell	12,245 -78,666	-87%	-$6.47M	0.26%	30
2026 Q1	$7.51M	Buy	90,911 +2,462	+3%	+$204K	2.25%	18
2025 Q4	$7.33M	Buy	88,449 +2,924	+3%	+$242K	2.01%	19
2025 Q3	$7.1M	Sell	85,525 -4,386	-5%	-$363K	2.16%	19
2025 Q2	$7.45M	Sell	89,911 -4,510	-5%	-$372K	2.9%	15
2025 Q1	$7.81M	Buy	+94,421	New	+$7.76M	2.97%	14

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independence Financial Advisors's SHY Position: Q2 2026 in Review

Independence Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 87% in Q2 2026, selling an estimated $6.47M and leaving 12,245 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #30.

Independence Financial Advisors first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.81M in Q1 2025. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Independence Financial Advisors held 12,245 shares of iShares 1-3 Year Treasury Bond ETF worth $1.01M as of Q2 2026.
Independence Financial Advisors sold 78,666 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.47M.
iShares 1-3 Year Treasury Bond ETF made up 0.26% of Independence Financial Advisors's portfolio in Q2 2026, its #30 holding.
Independence Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.81M in Q1 2025.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.