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

MCF 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 Q1	$24.8K	Hold	300	–	–	﹤0.01%	762
2025 Q4	$24.8K	Buy	+300	New	+$24.9K	﹤0.01%	647
2023 Q1	–	Sell	-48	Closed	-$3.9K	–	863
2022 Q4	$3.9K	Buy	+48	New	+$3.89K	﹤0.01%	622
2020 Q3	–	Sell	-28	Closed	-$2K	–	498
2020 Q2	$2K	Buy	+28	New	+$2.42K	﹤0.01%	443
2016 Q4	–	Sell	-17	Closed	-$1K	–	465
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	435
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	522
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	431
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	449
2015 Q3	$1K	Hold	17	–	–	﹤0.01%	424
2015 Q2	$1K	Hold	17	–	–	﹤0.01%	426
2015 Q1	$1K	Hold	17	–	–	﹤0.01%	413
2014 Q4	$1K	Hold	17	–	–	﹤0.01%	401
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	435
2014 Q2	$1K	Sell	17 -2,753	-99%	-$233K	﹤0.01%	410
2014 Q1	$234K	Sell	2,770 -20,387	-88%	-$1.72M	0.08%	75
2013 Q4	$1.96M	Buy	23,157 +1,878	+9%	+$159K	0.69%	24
2013 Q3	$1.8M	Buy	+21,279	New	+$1.79M	0.99%	18

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCF Advisors's SHY Position: Q1 2026 in Review

MCF Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 300 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

MCF Advisors first reported a position in SHY in Q3 2013 and has held it in 17 quarters since. The position peaked at $1.96M in Q4 2013. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

MCF Advisors held 300 shares of iShares 1-3 Year Treasury Bond ETF worth $24.8K as of Q1 2026.
MCF Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #762 holding.
MCF Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and has held it in 17 quarters since.
MCF Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.96M in Q4 2013.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.