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

Petra 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	$216K	Buy	+2,632	New	+$216K	0.1%	159
2023 Q2	–	Sell	-3,200	Closed	-$263K	–	123
2023 Q1	$263K	Sell	3,200 -980	-23%	-$79.9K	0.26%	64
2022 Q4	$339K	Buy	+4,180	New	+$339K	0.37%	67

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

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

Petra Financial Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,632 shares worth $216K. The stake represents 0.1% of the portfolio and ranks #159 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SHY as recently as Q1 2023.

Petra Financial Advisors first reported a position in SHY in Q4 2022 and has held it in 3 quarters since. The position peaked at $339K in Q4 2022. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Petra Financial Advisors held 2,632 shares of iShares 1-3 Year Treasury Bond ETF worth $216K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Petra Financial Advisors position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Petra Financial Advisors's portfolio in Q2 2026, its #159 holding.
Petra Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
Petra Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $339K in Q4 2022.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.