NFG
SHY icon

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

Nations 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 		– Sell
-2,566
Closed -$212K – 828
2026
Q1 		$212K Buy
+2,566
New +$212K 0.01% 730
2024
Q4 		– Sell
-3,895
Closed -$324K – 708
2024
Q3 		$324K Sell
3,895
-4,171
-52% -$344K 0.02% 551
2024
Q2 		$659K Sell
8,066
-3,528
-30% -$287K 0.05% 345
2024
Q1 		$948K Sell
11,594
-3,619
-24% -$296K 0.08% 264
2023
Q4 		$1.25M Sell
15,213
-29,886
-66% -$2.43M 0.12% 207
2023
Q3 		$3.65M Buy
45,099
+859
+2% +$69.6K 0.37% 62
2023
Q2 		$3.59M Sell
44,240
-21,900
-33% -$1.79M 0.35% 60
2023
Q1 		$5.43M Buy
66,140
+7,651
+13% +$624K 0.57% 29
2022
Q4 		$4.75M Buy
58,489
+24,587
+73% +$1.99M 0.53% 34
2022
Q3 		$2.75M Buy
33,902
+2,950
+10% +$243K 0.4% 53
2022
Q2 		$2.56M Buy
30,952
+15,359
+98% +$1.27M 0.34% 74
2022
Q1 		$1.3M Buy
15,593
+6,340
+69% +$536K 0.16% 159
2021
Q4 		$792K Sell
9,253
-150
-2% -$12.9K 0.1% 206
2021
Q3 		$810K Buy
9,403
+365
+4% +$31.5K 0.12% 189
2021
Q2 		$779K Buy
9,038
+131
+1% +$11.3K 0.13% 194
2021
Q1 		$768K Buy
8,907
+2,142
+32% +$185K 0.17% 162
2020
Q4 		$584K Buy
6,765
+132
+2% +$11.4K 0.15% 173
2020
Q3 		$574K Buy
6,633
+24
+0.4% +$2.08K 0.18% 156
2020
Q2 		$572K Buy
6,609
+136
+2% +$11.8K 0.2% 146
2020
Q1 		$561K Buy
6,473
+3,080
+91% +$263K 0.24% 133
2019
Q4 		$287K Buy
3,393
+37
+1% +$3.13K 0.1% 235
2019
Q3 		$285K Buy
3,356
+339
+11% +$28.7K 0.1% 241
2019
Q2 		$256K Buy
3,017
+77
+3% +$6.48K 0.17% 146
2019
Q1 		$247K Sell
2,940
-964
-25% -$80.7K 0.17% 147
2018
Q4 		$326K Buy
3,904
+78
+2% +$6.48K 0.26% 107
2018
Q3 		$318K Sell
3,826
-87
-2% -$7.24K 0.23% 119
2018
Q2 		$326K Sell
3,913
-434
-10% -$36.1K 0.27% 109
2018
Q1 		$363K Buy
4,347
+402
+10% +$33.6K 0.33% 89
2017
Q4 		$331K Buy
3,945
+536
+16% +$45.1K 0.3% 102
2017
Q3 		$288K Buy
3,409
+110
+3% +$9.3K 0.28% 109
2017
Q2 		$279K Buy
+3,299
New +$279K 0.23% 132
2017
Q1 		– Sell
-2,717
Closed -$229K – 157
2016
Q4 		$229K Buy
2,717
+355
+15% +$30.1K 0.25% 128
2016
Q3 		$201K Buy
+2,362
New +$201K 0.2% 153
2016
Q2 		– Sell
-2,769
Closed -$235K – 152
2016
Q1 		$235K Buy
+2,769
New +$235K 0.27% 114

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Nations Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,566 shares — an estimated $212K sold.

Nations Financial Group first reported a position in SHY in Q1 2016 and held it in 34 quarters. The position peaked at $5.43M in Q1 2023. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Nations Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 2,566 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $212K.
  • Nations Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and held it in 34 quarters.
  • Nations Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.43M in Q1 2023.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.