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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFA Wealth Services's SHY Position: Q1 2026 in Review

MFA Wealth Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.2% in Q1 2026, selling an estimated $338K and leaving 52,343 shares worth $4.32M. The position accounts for 2.86% of the portfolio, ranked #6.

MFA Wealth Services first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.32M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • MFA Wealth Services held 52,343 shares of iShares 1-3 Year Treasury Bond ETF worth $4.32M as of Q1 2026.
  • MFA Wealth Services sold 4,080 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $338K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.86% of MFA Wealth Services's portfolio in Q1 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 6 quarters since.
  • MFA Wealth Services's iShares 1-3 Year Treasury Bond ETF position peaked at $5.32M in Q2 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MFA Wealth Services's 13F filing for Q1 2026, filed 22 Apr 2026.