IA
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Invested Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Invested Advisors’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 		$2.66M Buy
32,335
+22,243
+220% +$1.83M 2.35% 10
2026
Q1 		$833K Buy
10,092
+501
+5% +$41.5K 0.84% 26
2025
Q4 		$794K Sell
9,591
-4,475
-32% -$371K 0.82% 28
2025
Q3 		$1.15M Buy
+14,066
New +$1.16M 1.68% 12

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Invested Advisors's SHY Position: Q2 2026 in Review

Invested Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 220% in Q2 2026, buying an estimated $1.83M and bringing the position to 32,335 shares worth $2.66M. The position accounts for 2.35% of the portfolio, ranked #10.

Invested Advisors first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 708 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Invested Advisors held 32,335 shares of iShares 1-3 Year Treasury Bond ETF worth $2.66M as of Q2 2026.
  • Invested Advisors bought 22,243 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.83M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.35% of Invested Advisors's portfolio in Q2 2026, its #10 holding.
  • Invested Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.