IF
SHY icon

Intrua Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Intrua Financial’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 		$3.75M Sell
45,657
-24,068
-35% -$1.98M 0.34% 54
2026
Q1 		$5.76M Buy
69,725
+56,049
+410% +$4.64M 0.59% 31
2025
Q4 		$1.13M Sell
13,676
-4,751
-26% -$394K 0.12% 136
2025
Q3 		$1.53M Buy
18,427
+598
+3% +$49.5K 0.17% 112
2025
Q2 		$1.48M Buy
17,829
+10,235
+135% +$845K 0.2% 89
2025
Q1 		$628K Sell
7,594
-9,066
-54% -$746K 0.09% 163
2024
Q4 		$1.37M Sell
16,660
-67,042
-80% -$5.51M 0.21% 85
2024
Q3 		$6.96M Buy
83,702
+59,808
+250% +$4.93M 1.03% 17
2024
Q2 		$1.95M Buy
23,894
+2,280
+11% +$186K 0.29% 68
2024
Q1 		$1.77M Sell
21,614
-2,424
-10% -$198K 0.26% 87
2023
Q4 		$1.97M Buy
24,038
+11,881
+98% +$966K 0.29% 76
2023
Q3 		$984K Sell
12,157
-5,684
-32% -$460K 0.17% 119
2023
Q2 		$1.45M Buy
17,841
+5,918
+50% +$484K 0.24% 97
2023
Q1 		$980K Buy
11,923
+4,842
+68% +$395K 0.2% 109
2022
Q4 		$580K Buy
7,081
+484
+7% +$39.3K 0.13% 163
2022
Q3 		$536K Sell
6,597
-3,716
-36% -$306K 0.14% 154
2022
Q2 		$854K Buy
10,313
+268
+3% +$22.2K 0.18% 127
2022
Q1 		$837K Sell
10,045
-3,031
-23% -$256K 0.15% 143
2021
Q4 		$1.12M Buy
13,076
+615
+5% +$52.8K 0.2% 116
2021
Q3 		$1.07M Sell
12,461
-1,015
-8% -$87.5K 0.2% 114
2021
Q2 		$1.16M Buy
13,476
+345
+3% +$29.8K 0.28% 83
2021
Q1 		$1.13M Buy
13,131
+2,190
+20% +$189K 0.29% 79
2020
Q4 		$945K Buy
10,941
+1,802
+20% +$156K 0.42% 52
2020
Q3 		$789K Buy
9,139
+6,320
+224% +$547K 0.39% 53
2020
Q2 		$244K Buy
+2,819
New +$244K 0.09% 208

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

Intrua Financial's SHY Position: Q2 2026 in Review

Intrua Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 35% in Q2 2026, selling an estimated $1.98M and leaving 45,657 shares worth $3.75M. The position accounts for 0.34% of the portfolio, ranked #54.

Intrua Financial first reported a position in SHY in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.96M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Intrua Financial held 45,657 shares of iShares 1-3 Year Treasury Bond ETF worth $3.75M as of Q2 2026.
  • Intrua Financial sold 24,068 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.98M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.34% of Intrua Financial's portfolio in Q2 2026, its #54 holding.
  • Intrua Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $6.96M in Q3 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.