Omnia Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Omnia Family Wealth’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	$398K	Sell	4,844 -508	-9%	-$41.8K	0.11%	59
2026 Q1	$442K	Hold	5,352	–	–	0.14%	48
2025 Q4	$443K	Buy	5,352 +508	+10%	+$42.1K	0.13%	53
2025 Q3	$402K	Buy	4,844 +2,050	+73%	+$170K	0.13%	58
2025 Q2	$232K	Buy	2,794 +88	+3%	+$7.26K	0.08%	84
2025 Q1	$224K	Buy	+2,706	New	+$223K	0.09%	80
2022 Q2	–	Sell	-97,541	Closed	-$8.13M	–	71
2022 Q1	$8.13M	Buy	97,541 +76,263	+358%	+$6.44M	5.4%	4
2021 Q4	$1.82M	Sell	21,278 -19,726	-48%	-$1.69M	1.11%	17
2021 Q3	$3.53M	Sell	41,004 -20,911	-34%	-$1.8M	2.43%	10
2021 Q2	$5.33M	Buy	61,915 +19,442	+46%	+$1.68M	3.41%	7
2021 Q1	$3.66M	Sell	42,473 -12,646	-23%	-$1.09M	2.72%	8
2020 Q4	$4.76M	Sell	55,119 -1,276	-2%	-$110K	4.34%	5
2020 Q3	$4.88M	Sell	56,395 -9,118	-14%	-$789K	4.65%	5
2020 Q2	$5.67M	Sell	65,513 -11,012	-14%	-$954K	5.56%	5
2020 Q1	$6.63M	Buy	76,525 +12,869	+20%	+$1.1M	6.9%	3
2019 Q4	$5.39M	Buy	63,656 +40,103	+170%	+$3.4M	2.47%	9
2019 Q3	$2M	Buy	23,553 +15,924	+209%	+$1.35M	1.46%	14
2019 Q2	$647K	Buy	7,629 +7,186	+1,622%	+$605K	0.33%	39
2019 Q1	$37K	Hold	443	–	–	0.02%	181
2018 Q4	$37K	Hold	443	–	–	0.02%	168
2018 Q3	$37K	Hold	443	–	–	0.02%	174
2018 Q2	$37K	Hold	443	–	–	0.02%	167
2018 Q1	$37K	Hold	443	–	–	0.02%	166
2017 Q4	$37K	Sell	443 -681	-61%	-$57.3K	0.02%	178
2017 Q3	$95K	Sell	1,124 -1,600	-59%	-$135K	0.05%	119
2017 Q2	$230K	Buy	2,724 +1,600	+142%	+$135K	0.11%	78
2017 Q1	$95K	Hold	1,124	–	–	0.05%	125
2016 Q4	$95K	Buy	+1,124	New	+$95.2K	0.05%	123

Other funds holding SHY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Omnia Family Wealth's SHY Position: Q2 2026 in Review

Omnia Family Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.5% in Q2 2026, selling an estimated $41.8K and leaving 4,844 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #59.

Omnia Family Wealth first reported a position in SHY in Q4 2016 and has held it in 28 quarters since. The position peaked at $8.13M in Q1 2022. 524 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Omnia Family Wealth held 4,844 shares of iShares 1-3 Year Treasury Bond ETF worth $398K as of Q2 2026.
Omnia Family Wealth sold 508 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $41.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Omnia Family Wealth's portfolio in Q2 2026, its #59 holding.
Omnia Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 28 quarters since.
Omnia Family Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $8.13M in Q1 2022.
524 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.