Modus Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Modus 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	$6.42M	Buy	78,243 +2,190	+3%	+$180K	1.59%	20
2026 Q1	$6.28M	Buy	76,053 +6,564	+9%	+$543K	1.73%	18
2025 Q4	$5.76M	Buy	69,489 +238	+0.3%	+$19.7K	1.52%	21
2025 Q3	$5.75M	Buy	69,251 +2,292	+3%	+$190K	1.56%	23
2025 Q2	$5.55M	Sell	66,959 -933	-1%	-$77K	1.65%	20
2025 Q1	$5.62M	Sell	67,892 -1,651	-2%	-$136K	1.84%	20
2024 Q4	$5.7M	Buy	69,543 +502	+0.7%	+$41.3K	1.79%	22
2024 Q3	$5.74M	Buy	69,041 +1,181	+2%	+$97.4K	1.89%	18
2024 Q2	$5.54M	Buy	67,860 +1,135	+2%	+$92.3K	1.96%	17
2024 Q1	$5.46M	Buy	66,725 +1,440	+2%	+$118K	2.02%	16
2023 Q4	$5.36M	Sell	65,285 -482	-0.7%	-$39.2K	2.17%	15
2023 Q3	$5.33M	Buy	65,767 +2,878	+5%	+$233K	2.32%	10
2023 Q2	$5.1M	Buy	62,889 +4,159	+7%	+$340K	2.19%	12
2023 Q1	$4.83M	Buy	58,730 +1,572	+3%	+$128K	2.22%	11
2022 Q4	$4.64M	Buy	+57,158	New	+$4.64M	2.25%	11
2020 Q3	–	Sell	-577	Closed	-$50K	–	187
2020 Q2	$50K	Buy	+577	New	+$50K	0.03%	118

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

Modus Advisors's SHY Position: Q2 2026 in Review

Modus Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.9% in Q2 2026, buying an estimated $180K and bringing the position to 78,243 shares worth $6.42M. The position accounts for 1.59% of the portfolio, ranked #20.

Modus Advisors first reported a position in SHY in Q2 2020 and has held it in 16 quarters since. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Modus Advisors held 78,243 shares of iShares 1-3 Year Treasury Bond ETF worth $6.42M as of Q2 2026.
Modus Advisors bought 2,190 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $180K.
iShares 1-3 Year Treasury Bond ETF made up 1.59% of Modus Advisors's portfolio in Q2 2026, its #20 holding.
Modus Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 16 quarters since.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.