Net Worth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Net Worth Advisory 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 Q3	$291K	Sell	3,588 -192	-5%	-$15.7K	0.07%	298
2026 Q2	$310K	Sell	3,780 -131,818	-97%	-$10.8M	0.08%	279
2026 Q1	$11.2M	Buy	135,598 +2,187	+2%	+$181K	2.32%	8
2025 Q4	$11M	Buy	133,411 +10,389	+8%	+$861K	2.23%	8
2025 Q3	$10.2M	Sell	123,022 -3,045	-2%	-$252K	2.95%	3
2025 Q2	$10.4M	Sell	126,067 -1,512	-1%	-$125K	2.32%	7
2025 Q1	$10.6M	Sell	127,579 -363	-0.3%	-$29.9K	3.32%	3
2024 Q4	$10.5M	Sell	127,942 -588	-0.5%	-$48.3K	3.18%	3
2024 Q3	$10.7M	Buy	+128,530	New	+$10.6M	3.17%	3

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

Net Worth Advisory Group's SHY Position: Q3 2026 in Review

Net Worth Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.1% in Q3 2026, selling an estimated $15.7K and leaving 3,588 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #298.

Net Worth Advisory Group first reported a position in SHY in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.2M in Q1 2026. 314 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Net Worth Advisory Group held 3,588 shares of iShares 1-3 Year Treasury Bond ETF worth $291K as of Q3 2026.
Net Worth Advisory Group sold 192 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $15.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #298 holding.
Net Worth Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $11.2M in Q1 2026.
314 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.