MFG
SHY icon

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

Merit 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 		$3.54M Sell
43,106
-19,678
-31% -$1.62M 0.02% 528
2026
Q1 		$5.18M Sell
62,784
-5,078
-7% -$420K 0.04% 382
2025
Q4 		$5.62M Sell
67,862
-2,740
-4% -$227K 0.05% 337
2025
Q3 		$5.86M Buy
70,602
+1,754
+3% +$145K 0.05% 280
2025
Q2 		$5.7M Buy
68,848
+59,608
+645% +$4.92M 0.06% 239
2025
Q1 		$764K Sell
9,240
-221
-2% -$18.2K 0.01% 766
2024
Q4 		$776K Sell
9,461
-2,807
-23% -$231K 0.01% 573
2024
Q3 		$1.02M Buy
12,268
+3,325
+37% +$274K 0.02% 423
2024
Q2 		$730K Sell
8,943
-19,153
-68% -$1.56M 0.02% 492
2024
Q1 		$2.28M Sell
28,096
-22,350
-44% -$1.83M 0.05% 247
2023
Q4 		$4.14M Buy
50,446
+12,988
+35% +$1.06M 0.13% 116
2023
Q3 		$3.03M Sell
37,458
-9,147
-20% -$741K 0.1% 158
2023
Q2 		$3.78M Buy
46,605
+41,838
+878% +$3.42M 0.12% 126
2023
Q1 		$392K Buy
4,767
+214
+5% +$17.4K 0.01% 453
2022
Q4 		$370K Buy
4,553
+1,681
+59% +$136K 0.01% 490
2022
Q3 		$233K Buy
+2,872
New +$236K 0.01% 492
2021
Q2 		– Sell
-3,621
Closed -$312K – 267
2021
Q1 		$312K Hold
3,621
– – 0.03% 187
2020
Q4 		$313K Buy
+3,621
New +$313K 0.03% 166
2019
Q4 		– Sell
-2,362
Closed -$200K – 248
2019
Q3 		$200K Sell
2,362
-245
-9% -$20.8K 0.02% 135
2019
Q2 		$221K Sell
2,607
-2,088
-44% -$176K 0.03% 109
2019
Q1 		$394K Sell
4,695
-1,465
-24% -$123K 0.05% 81
2018
Q4 		$515K Sell
6,160
-483
-7% -$40.1K 0.08% 49
2018
Q3 		$551K Hold
6,643
– – 0.09% 51
2018
Q2 		$553K Sell
6,643
-478
-7% -$39.8K 0.1% 45
2018
Q1 		$595K Buy
7,121
+779
+12% +$65.1K 0.12% 37
2017
Q4 		$531K Buy
+6,342
New +$534K 0.11% 37

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Merit Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q2 2026, selling an estimated $1.62M and leaving 43,106 shares worth $3.54M. The position accounts for 0.02% of the portfolio, ranked #528.

Merit Financial Group first reported a position in SHY in Q4 2017 and has held it in 26 quarters since. The position peaked at $5.86M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Merit Financial Group held 43,106 shares of iShares 1-3 Year Treasury Bond ETF worth $3.54M as of Q2 2026.
  • Merit Financial Group sold 19,678 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.62M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #528 holding.
  • Merit Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Merit Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.86M in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.