Phillips Financial Management
SHY icon

Phillips Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Phillips Financial Management’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
Q3 		$72.8K Hold
897
– – 0.01% 231
2026
Q2 		$73.7K Sell
897
-4,022
-82% -$331K 0.01% 236
2026
Q1 		$406K Sell
4,919
-47
-0.9% -$3.89K 0.03% 151
2025
Q4 		$411K Hold
4,966
– – 0.03% 152
2025
Q3 		$412K Sell
4,966
-398
-7% -$32.9K 0.03% 156
2025
Q2 		$444K Sell
5,364
-18,805
-78% -$1.55M 0.03% 143
2025
Q1 		$2M Sell
24,169
-43
-0.2% -$3.54K 0.15% 79
2024
Q4 		$1.98M Sell
24,212
-2,129
-8% -$175K 0.16% 81
2024
Q3 		$2.19M Sell
26,341
-975
-4% -$80.4K 0.17% 80
2024
Q2 		$2.23M Sell
27,316
-123
-0.4% -$10K 0.18% 80
2024
Q1 		$2.24M Sell
27,439
-517
-2% -$42.3K 0.18% 82
2023
Q4 		$2.29M Buy
27,956
+471
+2% +$38.3K 0.2% 80
2023
Q3 		$2.23M Sell
27,485
-1,074
-4% -$87K 0.21% 78
2023
Q2 		$2.32M Sell
28,559
-25
-0.1% -$2.04K 0.21% 77
2023
Q1 		$2.35M Sell
28,584
-58
-0.2% -$4.73K 0.23% 72
2022
Q4 		$2.32M Sell
28,642
-286
-1% -$23.2K 0.24% 73
2022
Q3 		$2.35M Buy
+28,928
New +$2.38M 0.26% 68

Other funds holding SHY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Phillips Financial Management's SHY Position: Q3 2026 in Review

Phillips Financial Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 897 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #231.

Phillips Financial Management first reported a position in SHY in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.35M in Q3 2022. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Phillips Financial Management held 897 shares of iShares 1-3 Year Treasury Bond ETF worth $72.8K as of Q3 2026.
  • Phillips Financial Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #231 holding.
  • Phillips Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Phillips Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.35M in Q3 2022.
  • 859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.