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KFA Private Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

KFA Private Wealth 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
Q3 		$7.45M Sell
91,782
-18,860
-17% -$1.54M 1.75% 12
2026
Q2 		$9.08M Buy
110,642
+13,181
+14% +$1.08M 2.19% 12
2026
Q1 		$8.05M Buy
97,461
+5,265
+6% +$436K 1.93% 14
2025
Q4 		$7.64M Buy
92,196
+27,986
+44% +$2.32M 1.86% 16
2025
Q3 		$5.33M Buy
64,210
+2,301
+4% +$190K 1.52% 16
2025
Q2 		$5.13M Buy
61,909
+13,838
+29% +$1.14M 1.59% 17
2025
Q1 		$3.98M Buy
48,071
+8,695
+22% +$715K 1.39% 19
2024
Q4 		$3.23M Sell
39,376
-10,359
-21% -$852K 1.35% 19
2024
Q3 		$4.14M Sell
49,735
-9,757
-16% -$805K 1.97% 14
2024
Q2 		$4.86M Sell
59,492
-185,598
-76% -$15.1M 2.51% 11
2024
Q1 		$20M Buy
245,090
+13,844
+6% +$1.13M 6.22% 5
2023
Q4 		$19M Buy
231,246
+27,262
+13% +$2.22M 6.8% 5
2023
Q3 		$16.5M Buy
203,984
+5,006
+3% +$405K 6.86% 5
2023
Q2 		$16.1M Buy
198,978
+3,970
+2% +$325K 6.69% 5
2023
Q1 		$16M Buy
195,008
+3,636
+2% +$296K 7.3% 4
2022
Q4 		$15.5M Buy
191,372
+6,647
+4% +$539K 7.93% 4
2022
Q3 		$15M Buy
184,725
+171,776
+1,327% +$14.1M 7.98% 3
2022
Q2 		$1.07M Sell
12,949
-3,212
-20% -$266K 0.59% 26
2022
Q1 		$1.35M Hold
16,161
– – 0.68% 22
2021
Q4 		$1.38M Sell
16,161
-50
-0.3% -$4.29K 0.69% 21
2021
Q3 		$1.4M Sell
16,211
-2
-0% -$172 0.76% 22
2021
Q2 		$1.4M Sell
16,213
-700
-4% -$60.4K 0.76% 22
2021
Q1 		$1.46M Buy
16,913
+1,049
+7% +$90.6K 0.85% 22
2020
Q4 		$1.37M Buy
15,864
+2,427
+18% +$210K 0.87% 21
2020
Q3 		$1.16M Buy
13,437
+764
+6% +$66.1K 0.87% 21
2020
Q2 		$1.1M Buy
+12,673
New +$1.1M 1.06% 17

Other funds holding SHY

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KFA Private Wealth Group's SHY Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q3 2026, selling an estimated $1.54M and leaving 91,782 shares worth $7.45M. The position accounts for 1.75% of the portfolio, ranked #12.

KFA Private Wealth Group first reported a position in SHY in Q2 2020 and has held it in 26 quarters since. The position peaked at $20M in Q1 2024. 281 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • KFA Private Wealth Group held 91,782 shares of iShares 1-3 Year Treasury Bond ETF worth $7.45M as of Q3 2026.
  • KFA Private Wealth Group sold 18,860 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.54M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.75% of KFA Private Wealth Group's portfolio in Q3 2026, its #12 holding.
  • KFA Private Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • KFA Private Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $20M in Q1 2024.
  • 281 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.