PFW
SHY icon

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

Petros 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 		$4.01M Buy
48,808
+8,380
+21% +$689K 2.45% 9
2026
Q1 		$3.34M Buy
+40,428
New +$3.35M 2.38% 10

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Petros Family Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q2 2026, buying an estimated $689K and bringing the position to 48,808 shares worth $4.01M. The position accounts for 2.45% of the portfolio, ranked #9.

Petros Family Wealth first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Petros Family Wealth held 48,808 shares of iShares 1-3 Year Treasury Bond ETF worth $4.01M as of Q2 2026.
  • Petros Family Wealth bought 8,380 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $689K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.45% of Petros Family Wealth's portfolio in Q2 2026, its #9 holding.
  • Petros Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.