OneAscent Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

OneAscent Financial Services’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	$351K	Buy	4,274 +444	+12%	+$36.5K	0.02%	457
2026 Q1	$316K	Sell	3,830 -27	-0.7%	-$2.23K	0.02%	447
2025 Q4	$319K	Sell	3,857 -2,340	-38%	-$194K	0.03%	337
2025 Q3	$514K	Sell	6,197 -830	-12%	-$68.7K	0.03%	299
2025 Q2	$582K	Sell	7,027 -1,697	-19%	-$140K	0.04%	278
2025 Q1	$722K	Buy	8,724 +4,482	+106%	+$369K	0.05%	261
2024 Q4	$348K	Buy	+4,242	New	+$349K	0.03%	325
2024 Q2	–	Sell	-38,736	Closed	-$3.17M	–	368
2024 Q1	$3.17M	Buy	38,736 +24,860	+179%	+$2.03M	0.35%	50
2023 Q4	$1.14M	Buy	13,876 +7,222	+109%	+$587K	0.14%	102
2023 Q3	$539K	Buy	+6,654	New	+$539K	0.14%	111
2023 Q1	–	Sell	-3,659	Closed	-$297K	–	201
2022 Q4	$297K	Buy	+3,659	New	+$297K	0.13%	118

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OneAscent Financial Services's SHY Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, buying an estimated $36.5K and bringing the position to 4,274 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #457.

OneAscent Financial Services first reported a position in SHY in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.17M in Q1 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

OneAscent Financial Services held 4,274 shares of iShares 1-3 Year Treasury Bond ETF worth $351K as of Q2 2026.
OneAscent Financial Services bought 444 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $36.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #457 holding.
OneAscent Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
OneAscent Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $3.17M in Q1 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.