Physician Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7K Buy
265
+3
+1% +$247 ﹤0.01% 639
2026
Q1
$21.7K Buy
+262
New +$21.7K ﹤0.01% 593

Other funds holding SHY

Physician Wealth Advisors's SHY Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q2 2026, buying an estimated $247 and bringing the position to 265 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Physician Wealth Advisors first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Physician Wealth Advisors held 265 shares of iShares 1-3 Year Treasury Bond ETF worth $21.7K as of Q2 2026.
  • Physician Wealth Advisors bought 3 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $247.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • Physician Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.