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

Mayflower Financial 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	$202K	Sell	2,457 -609	-20%	-$50.1K	0.02%	483
2026 Q1	$253K	Hold	3,066	–	–	0.03%	389
2025 Q4	$254K	Hold	3,066	–	–	0.03%	370
2025 Q3	$254K	Hold	3,066	–	–	0.03%	364
2025 Q2	$254K	Hold	3,066	–	–	0.04%	348
2025 Q1	$254K	Buy	+3,066	New	+$252K	0.04%	334
2022 Q4	–	Sell	-2,724	Closed	-$221K	–	361
2022 Q3	$221K	Sell	2,724 -1,454	-35%	-$120K	0.04%	289
2022 Q2	$346K	Buy	4,178 +501	+14%	+$41.6K	0.05%	232
2022 Q1	$307K	Hold	3,677	–	–	0.04%	268
2021 Q4	$315K	Hold	3,677	–	–	0.04%	258
2021 Q3	$316K	Buy	3,677 +1	+0%	+$86	0.04%	254
2021 Q2	$317K	Sell	3,676 -188	-5%	-$16.2K	0.04%	236
2021 Q1	$333K	Sell	3,864 -500	-11%	-$43.2K	0.05%	217
2020 Q4	$377K	Buy	+4,364	New	+$377K	0.07%	171

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mayflower Financial Advisors's SHY Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q2 2026, selling an estimated $50.1K and leaving 2,457 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #483.

Mayflower Financial Advisors first reported a position in SHY in Q4 2020 and has held it in 14 quarters since. The position peaked at $377K in Q4 2020. 438 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Mayflower Financial Advisors held 2,457 shares of iShares 1-3 Year Treasury Bond ETF worth $202K as of Q2 2026.
Mayflower Financial Advisors sold 609 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.1K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #483 holding.
Mayflower Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
Mayflower Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $377K in Q4 2020.
438 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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