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

Phoenix Financial’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	$346K	Sell	4,209 -45,352	-92%	-$3.73M	﹤0.01%	403
2026 Q1	$4.09M	Buy	49,561 +45,352	+1,078%	+$3.75M	0.04%	134
2025 Q4	$349K	Hold	4,209	–	–	﹤0.01%	353
2025 Q3	$349K	Hold	4,209	–	–	﹤0.01%	353
2025 Q2	$349K	Hold	4,209	–	–	﹤0.01%	319
2025 Q1	$348K	Hold	4,209	–	–	0.01%	280
2024 Q4	$345K	Hold	4,209	–	–	﹤0.01%	298
2024 Q3	$350K	Hold	4,209	–	–	0.01%	279
2024 Q2	$344K	Hold	4,209	–	–	0.01%	279
2024 Q1	$344K	Hold	4,209	–	–	﹤0.01%	310
2023 Q4	$345K	Buy	4,209 +366	+10%	+$29.8K	0.01%	264
2023 Q3	$311K	Hold	3,843	–	–	0.01%	281
2023 Q2	$312K	Hold	3,843	–	–	0.01%	270
2023 Q1	$315K	Hold	3,843	–	–	0.01%	241
2022 Q4	$312K	Hold	3,843	–	–	0.01%	241
2022 Q3	$313K	Hold	3,843	–	–	0.01%	279
2022 Q2	$318K	Hold	3,843	–	–	0.01%	313
2022 Q1	$320K	Hold	3,843	–	–	0.01%	330
2021 Q4	$329K	Hold	3,843	–	–	0.01%	321
2021 Q3	$331K	Buy	+3,843	New	+$331K	0.01%	353
2021 Q2	–	Sell	-3,843	Closed	-$331K	–	398
2021 Q1	$331K	Sell	3,843 -1,095	-22%	-$94.5K	0.01%	334
2020 Q4	$426K	Buy	4,938 +1,438	+41%	+$124K	0.01%	265
2020 Q3	$285K	Buy	+3,500	New	+$303K	0.01%	264

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

Phoenix Financial's SHY Position: Q2 2026 in Review

Phoenix Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 92% in Q2 2026, selling an estimated $3.73M and leaving 4,209 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Phoenix Financial first reported a position in SHY in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.09M in Q1 2026. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Phoenix Financial held 4,209 shares of iShares 1-3 Year Treasury Bond ETF worth $346K as of Q2 2026.
Phoenix Financial sold 45,352 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.73M.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #403 holding.
Phoenix Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
Phoenix Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $4.09M in Q1 2026.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.