IFO
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Independent Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Independent Family Office’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 		$879K Sell
10,708
-3,046
-22% -$250K 0.35% 41
2026
Q1 		$1.14M Sell
13,754
-224
-2% -$18.5K 0.47% 38
2025
Q4 		$1.16M Sell
13,978
-190
-1% -$15.8K 0.48% 34
2025
Q3 		$1.18M Sell
14,168
-2,059
-13% -$170K 0.5% 34
2025
Q2 		$1.34M Sell
16,227
-1,672
-9% -$138K 0.62% 28
2025
Q1 		$1.48M Sell
17,899
-3,275
-15% -$269K 0.78% 23
2024
Q4 		$1.74M Sell
21,174
-16,375
-44% -$1.35M 0.9% 19
2024
Q3 		$3.12M Buy
37,549
+1,100
+3% +$90.8K 1.57% 14
2024
Q2 		$2.98M Buy
36,449
+3,526
+11% +$287K 1.7% 14
2024
Q1 		$2.69M Buy
32,923
+596
+2% +$48.8K 1.44% 17
2023
Q4 		$2.65M Sell
32,327
-450
-1% -$36.6K 1.5% 13
2023
Q3 		$2.65M Sell
32,777
-900
-3% -$72.9K 1.66% 13
2023
Q2 		$2.73M Buy
33,677
+2,050
+6% +$168K 1.65% 13
2023
Q1 		$2.6M Sell
31,627
-190
-0.6% -$15.5K 1.5% 15
2022
Q4 		$2.58M Sell
31,817
-1,515
-5% -$123K 1.55% 15
2022
Q3 		$2.71M Sell
33,332
-728
-2% -$59.9K 1.33% 14
2022
Q2 		$2.82K Sell
34,060
-500
-1% -$41.5K 1.39% 11
2022
Q1 		$2.88M Hold
34,560
– – 0.94% 15
2021
Q4 		$2.96M Sell
34,560
-63,917
-65% -$5.48M 1.12% 13
2021
Q3 		$2.92M Buy
98,477
+66,885
+212% +$5.77M 1.2% 13
2021
Q2 		$2.72M Buy
31,592
+1,220
+4% +$105K 1.06% 13
2021
Q1 		$2.62M Sell
30,372
-4,000
-12% -$345K 1.03% 15
2020
Q4 		$2.97M Hold
34,372
– – 1.24% 14
2020
Q3 		$2.97M Buy
34,372
+4,750
+16% +$411K 1.41% 14
2020
Q2 		$2.57M Hold
29,622
– – 1.33% 14
2020
Q1 		$2.57M Sell
29,622
-355
-1% -$30.3K 1.6% 12
2019
Q4 		$2.54M Buy
+29,977
New +$2.54M 1.59% 13

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Family Office's SHY Position: Q2 2026 in Review

Independent Family Office reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 22% in Q2 2026, selling an estimated $250K and leaving 10,708 shares worth $879K. The position accounts for 0.35% of the portfolio, ranked #41.

Independent Family Office first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.12M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Independent Family Office held 10,708 shares of iShares 1-3 Year Treasury Bond ETF worth $879K as of Q2 2026.
  • Independent Family Office sold 3,046 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $250K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.35% of Independent Family Office's portfolio in Q2 2026, its #41 holding.
  • Independent Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $3.12M in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.