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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phillips Financial Management's SHY Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.95% in Q1 2026, selling an estimated $3.89K and leaving 4,919 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #151.

Phillips Financial Management first reported a position in SHY in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Phillips Financial Management held 4,919 shares of iShares 1-3 Year Treasury Bond ETF worth $406K as of Q1 2026.
Phillips Financial Management sold 47 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.89K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #151 holding.
Phillips Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.35M in Q3 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.