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

Kelly 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	$426K	Sell	5,188 -227	-4%	-$18.7K	0.09%	59
2026 Q1	$447K	Sell	5,415 -142	-3%	-$11.8K	0.11%	58
2025 Q4	$460K	Sell	5,557 -441	-7%	-$36.6K	0.12%	51
2025 Q3	$498K	Sell	5,998 -1,777	-23%	-$147K	0.13%	49
2025 Q2	$644K	Sell	7,775 -9,429	-55%	-$778K	0.19%	41
2025 Q1	$1.42M	Sell	17,204 -7,719	-31%	-$635K	0.44%	33
2024 Q4	$2.04M	Buy	+24,923	New	+$2.05M	0.73%	26

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Kelly Financial Group's SHY Position: Q2 2026 in Review

Kelly Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.2% in Q2 2026, selling an estimated $18.7K and leaving 5,188 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #59.

Kelly Financial Group first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2024. 360 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Kelly Financial Group held 5,188 shares of iShares 1-3 Year Treasury Bond ETF worth $426K as of Q2 2026.
Kelly Financial Group sold 227 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Kelly Financial Group's portfolio in Q2 2026, its #59 holding.
Kelly Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.04M in Q4 2024.
360 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.