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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phillips Financial Management's SHY Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 82% in Q2 2026, selling an estimated $331K and leaving 897 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #236.

Phillips Financial Management first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.35M in Q3 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Phillips Financial Management held 897 shares of iShares 1-3 Year Treasury Bond ETF worth $73.7K as of Q2 2026.
  • Phillips Financial Management sold 4,022 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #236 holding.
  • Phillips Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.35M in Q3 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.