Independent Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
Independent Wealth Advisors's SHY Position: Q2 2026 in Review
Independent Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 63% in Q2 2026, buying an estimated $2.45M and bringing the position to 77,563 shares worth $6.37M. The position accounts for 5.76% of the portfolio, ranked #3.
Independent Wealth Advisors first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Independent Wealth Advisors held 77,563 shares of iShares 1-3 Year Treasury Bond ETF worth $6.37M as of Q2 2026.
- Independent Wealth Advisors bought 29,835 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.45M.
- iShares 1-3 Year Treasury Bond ETF made up 5.76% of Independent Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- Independent Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
- 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.