Midwest Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Midwest Trust’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	$2.14M	Buy	26,388 +5,771	+28%	+$472K	0.02%	297
2026 Q2	$1.69M	Sell	20,617 -4,032	-16%	-$332K	0.02%	311
2026 Q1	$2.04M	Buy	24,649 +2,933	+14%	+$243K	0.03%	288
2025 Q4	$1.8M	Buy	21,716 +2,566	+13%	+$213K	0.02%	289
2025 Q3	$1.59M	Sell	19,150 -492	-3%	-$40.7K	0.02%	298
2025 Q2	$1.63M	Buy	+19,642	New	+$1.62M	0.02%	294

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

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

Midwest Trust's SHY Position: Q3 2026 in Review

Midwest Trust increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 28% in Q3 2026, buying an estimated $472K and bringing the position to 26,388 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #297.

Midwest Trust first reported a position in SHY in Q2 2025 and has held it in 6 quarters since. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Midwest Trust held 26,388 shares of iShares 1-3 Year Treasury Bond ETF worth $2.14M as of Q3 2026.
Midwest Trust bought 5,771 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $472K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #297 holding.
Midwest Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.