MFA Wealth Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MFA Wealth Services’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	$4.47M	Buy	55,079 +2,314	+4%	+$189K	2.65%	6
2026 Q2	$4.33M	Buy	52,765 +422	+0.8%	+$34.7K	2.59%	6
2026 Q1	$4.32M	Sell	52,343 -4,080	-7%	-$338K	2.86%	6
2025 Q4	$4.67M	Buy	56,423 +1,992	+4%	+$165K	3.16%	6
2025 Q3	$4.52M	Sell	54,431 -9,774	-15%	-$808K	3.12%	6
2025 Q2	$5.32M	Buy	64,205 +407	+0.6%	+$33.6K	4%	5
2025 Q1	$5.28M	Buy	63,798 +3,142	+5%	+$258K	4.34%	5
2024 Q4	$4.97M	Buy	+60,656	New	+$4.99M	3.99%	5

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

Edge Wealth Management New York $666M AUM 17.64% 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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MFA Wealth Services's SHY Position: Q3 2026 in Review

MFA Wealth Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q3 2026, buying an estimated $189K and bringing the position to 55,079 shares worth $4.47M. The position accounts for 2.65% of the portfolio, ranked #6.

MFA Wealth Services first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q2 2025. 314 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

MFA Wealth Services held 55,079 shares of iShares 1-3 Year Treasury Bond ETF worth $4.47M as of Q3 2026.
MFA Wealth Services bought 2,314 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $189K.
iShares 1-3 Year Treasury Bond ETF made up 2.65% of MFA Wealth Services's portfolio in Q3 2026, its #6 holding.
MFA Wealth Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares 1-3 Year Treasury Bond ETF position peaked at $5.32M in Q2 2025.
314 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.