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 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 $1.66T 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 $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Phoenix Financial's SHY Position: Q1 2026 in Review

Phoenix Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,078% in Q1 2026, buying an estimated $3.75M and bringing the position to 49,561 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #134.

Phoenix Financial first reported a position in SHY in Q3 2020 and has held it in 22 quarters since. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Phoenix Financial held 49,561 shares of iShares 1-3 Year Treasury Bond ETF worth $4.09M as of Q1 2026.
Phoenix Financial bought 45,352 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.75M.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #134 holding.
Phoenix Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 22 quarters since.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.