Independent Advisor Alliance’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Independent Advisor Alliance’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	$3.99M	Buy	48,300 +44,988	+1,358%	+$3.72M	0.04%	372
2025 Q4	$274K	Buy	+3,312	New	+$275K	0.01%	827
2025 Q1	–	Sell	-31,294	Closed	-$2.57M	–	1273
2024 Q4	$2.57M	Buy	+31,294	New	+$2.57M	0.03%	449
2024 Q2	–	Sell	-2,835	Closed	-$232K	–	746
2024 Q1	$232K	Sell	2,835 -2,112	-43%	-$173K	0.01%	629
2023 Q4	$406K	Sell	4,947 -6,742	-58%	-$548K	0.01%	477
2023 Q3	$946K	Buy	11,689 +4,253	+57%	+$344K	0.04%	302
2023 Q2	$603K	Buy	+7,436	New	+$608K	0.03%	390
2022 Q4	–	Sell	-5,578	Closed	-$453K	–	598
2022 Q3	$453K	Sell	5,578 -37	-0.7%	-$3.04K	0.03%	395
2022 Q2	$465K	Buy	+5,615	New	+$466K	0.03%	383
2020 Q1	–	Sell	-9,424	Closed	-$798K	–	787
2019 Q4	$798K	Buy	+9,424	New	+$798K	0.03%	428
2019 Q2	–	Sell	-2,560	Closed	-$215K	–	472
2019 Q1	$215K	Sell	2,560 -314	-11%	-$26.3K	0.03%	391
2018 Q4	$240K	Buy	+2,874	New	+$239K	0.04%	332
2017 Q2	–	Sell	-4,144	Closed	-$350K	–	379
2017 Q1	$350K	Buy	+4,144	New	+$350K	0.06%	274

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

Independent Advisor Alliance's SHY Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,358% in Q1 2026, buying an estimated $3.72M and bringing the position to 48,300 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #372.

Independent Advisor Alliance first reported a position in SHY in Q1 2017 and has held it in 13 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Independent Advisor Alliance held 48,300 shares of iShares 1-3 Year Treasury Bond ETF worth $3.99M as of Q1 2026.
Independent Advisor Alliance bought 44,988 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.72M.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #372 holding.
Independent Advisor Alliance first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 13 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.