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 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

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Net Worth Advisory Group's SHY Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 97% in Q2 2026, selling an estimated $10.8M and leaving 3,780 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #279.

Net Worth Advisory Group first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q1 2026. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Net Worth Advisory Group held 3,780 shares of iShares 1-3 Year Treasury Bond ETF worth $310K as of Q2 2026.
Net Worth Advisory Group sold 131,818 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.8M.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #279 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 8 quarters since.
Net Worth Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $11.2M in Q1 2026.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.