IWN
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Independent Wealth Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Independent Wealth Network’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 		$1.35M Buy
16,400
+603
+4% +$49.6K 0.34% 74
2026
Q1 		$1.3M Buy
15,797
+251
+2% +$20.8K 0.39% 67
2025
Q4 		$1.29M Sell
15,546
-66
-0.4% -$5.47K 0.39% 63
2025
Q3 		$1.3M Buy
15,612
+1,663
+12% +$138K 0.42% 61
2025
Q2 		$1.16M Sell
13,949
-366
-3% -$30.2K 0.42% 56
2025
Q1 		$1.18M Sell
14,315
-619
-4% -$50.9K 0.47% 54
2024
Q4 		$1.22M Sell
14,934
-6,592
-31% -$542K 0.5% 53
2024
Q3 		$1.79M Buy
21,526
+1,691
+9% +$140K 0.79% 32
2024
Q2 		$1.62M Sell
19,835
-5,982
-23% -$487K 0.75% 34
2024
Q1 		$2.11M Buy
25,817
+630
+3% +$51.6K 0.99% 21
2023
Q4 		$2.07M Buy
25,187
+1,000
+4% +$81.3K 1.09% 19
2023
Q3 		$1.96M Buy
24,187
+2,711
+13% +$220K 1.2% 17
2023
Q2 		$1.74M Sell
21,476
-13,612
-39% -$1.11M 1.05% 17
2023
Q1 		$2.88M Buy
35,088
+711
+2% +$58K 1.84% 11
2022
Q4 		$2.79M Buy
34,377
+13,600
+65% +$1.1M 1.91% 10
2022
Q3 		$1.69M Buy
20,777
+76
+0.4% +$6.25K 1.32% 15
2022
Q2 		$1.71M Buy
20,701
+282
+1% +$23.4K 1.23% 17
2022
Q1 		$1.7M Buy
20,419
+17,764
+669% +$1.5M 1.08% 19
2021
Q4 		$227K Sell
2,655
-442
-14% -$37.9K 0.14% 176
2021
Q3 		$266K Buy
+3,097
New +$267K 0.17% 148

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Independent Wealth Network's SHY Position: Q2 2026 in Review

Independent Wealth Network increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.8% in Q2 2026, buying an estimated $49.6K and bringing the position to 16,400 shares worth $1.35M. The position accounts for 0.34% of the portfolio, ranked #74.

Independent Wealth Network first reported a position in SHY in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.88M in Q1 2023. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Independent Wealth Network held 16,400 shares of iShares 1-3 Year Treasury Bond ETF worth $1.35M as of Q2 2026.
  • Independent Wealth Network bought 603 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.34% of Independent Wealth Network's portfolio in Q2 2026, its #74 holding.
  • Independent Wealth Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares 1-3 Year Treasury Bond ETF position peaked at $2.88M in Q1 2023.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.