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 Q3	–	Sell	-300	Closed	-$24.6K	–	1152
2026 Q2	$24.6K	Hold	300	–	–	﹤0.01%	849
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

MCF Advisors's SHY Position: Q3 2026 in Review

MCF Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 300 shares — an estimated $24.6K sold.

MCF Advisors first reported a position in SHY in Q3 2013 and held it in 18 quarters. The position peaked at $1.96M in Q4 2013. 564 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

MCF Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 300 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $24.6K.
MCF Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and held it in 18 quarters.
MCF Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.96M in Q4 2013.
564 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.