KFAA
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Klaas Financial Asset Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Klaas Financial Asset 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 		$595K Sell
7,251
-13,152
-64% -$1.08M 0.07% 45
2026
Q1 		$1.68M Sell
20,403
-228,734
-92% -$18.9M 0.23% 32
2025
Q4 		$20.6M Buy
249,137
+6,623
+3% +$549K 2.99% 9
2025
Q3 		$20.1M Buy
242,514
+5,257
+2% +$435K 3.02% 9
2025
Q2 		$19.7M Buy
237,257
+4,564
+2% +$377K 3.11% 9
2025
Q1 		$19.3M Buy
232,693
+4,593
+2% +$378K 3.32% 9
2024
Q4 		$18.7M Buy
228,100
+5,969
+3% +$491K 3.29% 9
2024
Q3 		$18.5M Buy
222,131
+4,152
+2% +$343K 3.2% 9
2024
Q2 		$17.8M Buy
217,979
+22,685
+12% +$1.85M 3.26% 9
2024
Q1 		$16M Buy
195,294
+6,365
+3% +$521K 3.19% 9
2023
Q4 		$15.5M Buy
188,929
+1,698
+0.9% +$138K 3.23% 10
2023
Q3 		$15.2M Buy
187,231
+3,288
+2% +$266K 3.43% 8
2023
Q2 		$14.9M Buy
183,943
+3,678
+2% +$301K 3.32% 8
2023
Q1 		$14.8M Buy
180,265
+5,801
+3% +$473K 3.42% 9
2022
Q4 		$14.2M Buy
174,464
+14,307
+9% +$1.16M 3.52% 9
2022
Q3 		$13M Sell
160,157
-960
-0.6% -$79K 3.31% 8
2022
Q2 		$13.3M Sell
161,117
-1,882
-1% -$156K 3.31% 9
2022
Q1 		$13.6M Buy
162,999
+4,976
+3% +$421K 3.12% 12
2021
Q4 		$13.5M Buy
158,023
+4,199
+3% +$360K 3.05% 12
2021
Q3 		$13.3M Buy
153,824
+5,714
+4% +$493K 3.23% 11
2021
Q2 		$12.8M Buy
148,110
+7,554
+5% +$652K 3.21% 11
2021
Q1 		$12.1M Sell
140,556
-121,663
-46% -$10.5M 3.38% 10
2020
Q4 		$22.6M Buy
+262,219
New +$22.7M 6.54% 5

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

Klaas Financial Asset Advisors's SHY Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 64% in Q2 2026, selling an estimated $1.08M and leaving 7,251 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #45.

Klaas Financial Asset Advisors first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.6M in Q4 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Klaas Financial Asset Advisors held 7,251 shares of iShares 1-3 Year Treasury Bond ETF worth $595K as of Q2 2026.
  • Klaas Financial Asset Advisors sold 13,152 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #45 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Klaas Financial Asset Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $22.6M in Q4 2020.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.