IFG
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Independent Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Independent Financial Group’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 		$3.43M Buy
41,730
+5,692
+16% +$468K 0.06% 316
2026
Q1 		$2.98M Sell
36,038
-4,290
-11% -$355K 0.07% 302
2025
Q4 		$3.34M Sell
40,328
-13,353
-25% -$1.11M 0.07% 253
2025
Q3 		$4.45M Buy
53,681
+21,328
+66% +$1.76M 0.11% 178
2025
Q2 		$2.68M Sell
32,353
-3,429
-10% -$283K 0.07% 269
2025
Q1 		$2.96M Buy
35,782
+334
+0.9% +$27.5K 0.1% 200
2024
Q4 		$2.91M Sell
35,448
-9,176
-21% -$754K 0.1% 204
2024
Q3 		$3.71M Buy
44,624
+2,855
+7% +$236K 0.14% 142
2024
Q2 		$3.41M Buy
41,769
+2,851
+7% +$232K 0.14% 141
2024
Q1 		$3.18M Sell
38,918
-22,263
-36% -$1.82M 0.15% 138
2023
Q4 		$5.02M Buy
61,181
+29,960
+96% +$2.44M 0.27% 81
2023
Q3 		$2.53M Buy
31,221
+8,424
+37% +$682K 0.16% 134
2023
Q2 		$1.85M Buy
22,797
+878
+4% +$71.8K 0.13% 178
2023
Q1 		$1.8M Sell
21,919
-2,782
-11% -$227K 0.14% 160
2022
Q4 		$2M Sell
24,701
-1,702
-6% -$138K 0.17% 113
2022
Q3 		$2.14M Buy
26,403
+1,993
+8% +$164K 0.19% 105
2022
Q2 		$2.02M Buy
24,410
+4,209
+21% +$349K 0.22% 106
2022
Q1 		$1.68M Sell
20,201
-410
-2% -$34.6K 0.14% 153
2021
Q4 		$1.76M Buy
20,611
+4,408
+27% +$378K 0.15% 144
2021
Q3 		$1.4M Sell
16,203
-5,316
-25% -$458K 0.14% 147
2021
Q2 		$1.85M Sell
21,519
-1,778
-8% -$153K 0.2% 114
2021
Q1 		$2.01M Sell
23,297
-6,096
-21% -$526K 0.26% 94
2020
Q4 		$2.54M Buy
29,393
+803
+3% +$69.4K 0.37% 56
2020
Q3 		$2.47M Buy
28,590
+2,884
+11% +$250K 0.47% 39
2020
Q2 		$2.23M Sell
25,706
-1,075
-4% -$93.1K 0.49% 38
2020
Q1 		$2.32M Buy
+26,781
New +$2.29M 0.68% 25

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 Financial Group's SHY Position: Q2 2026 in Review

Independent Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q2 2026, buying an estimated $468K and bringing the position to 41,730 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #316.

Independent Financial Group first reported a position in SHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.02M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Independent Financial Group held 41,730 shares of iShares 1-3 Year Treasury Bond ETF worth $3.43M as of Q2 2026.
  • Independent Financial Group bought 5,692 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $468K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #316 holding.
  • Independent Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.02M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.