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Pathway Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pathway Financial Advisors’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 		$361K Buy
+4,400
New +$362K 0.04% 105

Other funds holding SHY

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

Pathway Financial Advisors's SHY Position: Q2 2026 in Review

Pathway Financial Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 4,400 shares worth $361K. The stake represents 0.04% of the portfolio and ranks #105 among its holdings.

227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Pathway Financial Advisors held 4,400 shares of iShares 1-3 Year Treasury Bond ETF worth $361K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Pathway Financial Advisors position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Pathway Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.