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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCF Advisors's SHY Position: Q2 2026 in Review

MCF Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 300 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

MCF Advisors first reported a position in SHY in Q3 2013 and has held it in 18 quarters since. The position peaked at $1.96M in Q4 2013. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

MCF Advisors held 300 shares of iShares 1-3 Year Treasury Bond ETF worth $24.6K as of Q2 2026.
MCF Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #849 holding.
MCF Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and has held it in 18 quarters since.
MCF Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.96M in Q4 2013.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.