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NFP Retirement Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NFP Retirement Inc’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 		$18.5M Buy
225,123
+13,310
+6% +$1.09M 1.01% 25
2026
Q1 		$17.5M Buy
211,813
+23,070
+12% +$1.91M 1.05% 24
2025
Q4 		$15.6M Buy
188,743
+23,665
+14% +$1.96M 0.95% 25
2025
Q3 		$13.7M Buy
165,078
+4,651
+3% +$385K 0.87% 28
2025
Q2 		$13.3M Sell
160,427
-3,666
-2% -$303K 0.88% 27
2025
Q1 		$13.6M Buy
164,093
+14,236
+9% +$1.17M 1.08% 22
2024
Q4 		$12.3M Buy
149,857
+11,882
+9% +$977K 0.97% 24
2024
Q3 		$11.5M Buy
137,975
+2,039
+1% +$168K 0.93% 24
2024
Q2 		$11.1M Buy
135,936
+8,406
+7% +$684K 0.93% 22
2024
Q1 		$10.4M Sell
127,530
-2,836
-2% -$232K 0.9% 24
2023
Q4 		$10.7M Buy
130,366
+1,824
+1% +$148K 1.81% 15
2023
Q3 		$10.4M Buy
128,542
+27,035
+27% +$2.19M 1.99% 14
2023
Q2 		$8.23M Buy
101,507
+21,173
+26% +$1.73M 1.53% 14
2023
Q1 		$6.6M Buy
80,334
+19,609
+32% +$1.6M 1.31% 17
2022
Q4 		$4.93M Buy
60,725
+40,713
+203% +$3.3M 1.08% 22
2022
Q3 		$1.63M Buy
+20,012
New +$1.65M 0.4% 62

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFP Retirement Inc's SHY Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.3% in Q2 2026, buying an estimated $1.09M and bringing the position to 225,123 shares worth $18.5M. The position accounts for 1.01% of the portfolio, ranked #25.

NFP Retirement Inc first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • NFP Retirement Inc held 225,123 shares of iShares 1-3 Year Treasury Bond ETF worth $18.5M as of Q2 2026.
  • NFP Retirement Inc bought 13,310 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.09M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.01% of NFP Retirement Inc's portfolio in Q2 2026, its #25 holding.
  • NFP Retirement Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.