MFG
SHY icon

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

Magnus 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 		$438K Sell
5,334
-433
-8% -$35.6K 0.03% 259
2026
Q1 		$476K Sell
5,767
-23,854
-81% -$1.97M 0.04% 234
2025
Q4 		$2.45M Sell
29,621
-13,196
-31% -$1.09M 0.19% 95
2025
Q3 		$3.55M Buy
42,817
+8,263
+24% +$683K 0.28% 73
2025
Q2 		$2.86M Buy
34,554
+513
+2% +$42.4K 0.25% 78
2025
Q1 		$2.82M Sell
34,041
-2,638
-7% -$217K 0.27% 79
2024
Q4 		$3.01M Buy
36,679
+31,538
+613% +$2.59M 0.29% 71
2024
Q3 		$427K Sell
5,141
-3,403
-40% -$281K 0.04% 232
2024
Q2 		$698K Sell
8,544
-447
-5% -$36.4K 0.08% 164
2024
Q1 		$735K Sell
8,991
-24,874
-73% -$2.04M 0.09% 158
2023
Q4 		$2.78M Buy
33,865
+13,262
+64% +$1.08M 0.36% 52
2023
Q3 		$1.67M Buy
20,603
+3,008
+17% +$244K 0.24% 71
2023
Q2 		$1.43M Buy
17,595
+10,353
+143% +$847K 0.2% 82
2023
Q1 		$595K Buy
7,242
+4,763
+192% +$388K 0.09% 153
2022
Q4 		$201K Buy
+2,479
New +$201K 0.03% 250
2021
Q4 		– Sell
-64,104
Closed -$5.52M – 272
2021
Q3 		$5.52M Buy
64,104
+60,310
+1,590% +$5.2M 1.17% 17
2021
Q2 		$327K Sell
3,794
-350
-8% -$30.2K 0.07% 174
2021
Q1 		$357K Sell
4,144
-1,041
-20% -$89.9K 0.09% 158
2020
Q4 		$448K Sell
5,185
-7,735
-60% -$668K 0.04% 160
2020
Q3 		$1.12M Buy
12,920
+3,970
+44% +$344K 0.13% 67
2020
Q2 		$775K Sell
8,950
-199
-2% -$17.2K 0.09% 94
2020
Q1 		$793K Buy
+9,149
New +$781K 0.11% 93

Other funds holding SHY

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

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

Magnus Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.5% in Q2 2026, selling an estimated $35.6K and leaving 5,334 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #259.

Magnus Financial Group first reported a position in SHY in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.52M in Q3 2021. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Magnus Financial Group held 5,334 shares of iShares 1-3 Year Treasury Bond ETF worth $438K as of Q2 2026.
  • Magnus Financial Group sold 433 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $35.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #259 holding.
  • Magnus Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Magnus Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.52M in Q3 2021.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.