Prospera Financial Services’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 | $2.34M | Buy |
28,472
+2,288
| +9% | +$188K | 0.03% | 477 |
|
|
2026
Q1 | $2.16M | Buy |
26,184
+1,298
| +5% | +$107K | 0.03% | 482 |
|
|
2025
Q4 | $2.06M | Sell |
24,886
-7,966
| -24% | -$660K | 0.03% | 468 |
|
|
2025
Q3 | $2.73M | Sell |
32,852
-641
| -2% | -$53K | 0.05% | 402 |
|
|
2025
Q2 | $2.78M | Sell |
33,493
-9,049
| -21% | -$747K | 0.05% | 371 |
|
|
2025
Q1 | $3.52M | Sell |
42,542
-5,054
| -11% | -$416K | 0.08% | 255 |
|
|
2024
Q4 | $3.9M | Sell |
47,596
-3,754
| -7% | -$309K | 0.09% | 235 |
|
|
2024
Q3 | $4.27M | Buy |
51,350
+8,780
| +21% | +$724K | 0.11% | 208 |
|
|
2024
Q2 | $3.48M | Sell |
42,570
-14,757
| -26% | -$1.2M | 0.1% | 226 |
|
|
2024
Q1 | $4.69M | Sell |
57,327
-18,522
| -24% | -$1.52M | 0.14% | 158 |
|
|
2023
Q4 | $6.22M | Buy |
75,849
+12,293
| +19% | +$999K | 0.21% | 113 |
|
|
2023
Q3 | $5.15M | Sell |
63,556
-12,072
| -16% | -$978K | 0.2% | 115 |
|
|
2023
Q2 | $6.13M | Buy |
75,628
+12,610
| +20% | +$1.03M | 0.23% | 98 |
|
|
2023
Q1 | $5.18M | Sell |
63,018
-77,344
| -55% | -$6.3M | 0.21% | 119 |
|
|
2022
Q4 | $11.4M | Buy |
140,362
+98,599
| +236% | +$8M | 0.57% | 27 |
|
|
2022
Q3 | $3.39M | Buy |
41,763
+1,706
| +4% | +$140K | 0.18% | 142 |
|
|
2022
Q2 | $3.32M | Buy |
40,057
+22,780
| +132% | +$1.89M | 0.17% | 150 |
|
|
2022
Q1 | $1.44M | Buy |
17,277
+3,273
| +23% | +$277K | 0.06% | 341 |
|
|
2021
Q4 | $1.2M | Sell |
14,004
-4,452
| -24% | -$382K | 0.05% | 365 |
|
|
2021
Q3 | $1.59M | Sell |
18,456
-220
| -1% | -$19K | 0.08% | 286 |
|
|
2021
Q2 | $1.61M | Buy |
18,676
+119
| +0.6% | +$10.3K | 0.08% | 277 |
|
|
2021
Q1 | $1.6M | Sell |
18,557
-6,425
| -26% | -$555K | 0.1% | 253 |
|
|
2020
Q4 | $2.16M | Buy |
24,982
+24,539
| +5,539% | +$2.12M | 0.15% | 174 |
|
|
2020
Q3 | $38K | Sell |
443
-23,826
| -98% | -$2.06M | 0.01% | 709 |
|
|
2020
Q2 | $2.1M | Sell |
24,269
-231,637
| -91% | -$20.1M | 0.19% | 142 |
|
|
2020
Q1 | $22.2M | Buy |
255,906
+239,889
| +1,498% | +$20.5M | 2.35% | 5 |
|
|
2019
Q4 | $1.36M | Buy |
16,017
+209
| +1% | +$17.7K | 0.1% | 220 |
|
|
2019
Q3 | $1.34M | Buy |
15,808
+3,068
| +24% | +$260K | 0.14% | 154 |
|
|
2019
Q2 | $1.08M | Buy |
+12,740
| New | +$1.07M | 0.12% | 155 |
|
|
2019
Q1 | – | Sell |
-87,360
| Closed | -$7.3M | – | 427 |
|
|
2018
Q4 | $7.3M | Buy |
+87,360
| New | +$7.26M | 1.47% | 10 |
|
|
2018
Q3 | – | Sell |
-10,041
| Closed | -$836K | – | 453 |
|
|
2018
Q2 | $836K | Sell |
10,041
-17,695
| -64% | -$1.47M | 0.11% | 159 |
|
|
2018
Q1 | $2.31M | Buy |
27,736
+23,691
| +586% | +$1.98M | 0.32% | 61 |
|
|
2017
Q4 | $339K | Sell |
4,045
-1,987
| -33% | -$167K | 0.05% | 285 |
|
|
2017
Q3 | $510K | Sell |
6,032
-3,482
| -37% | -$294K | 0.08% | 234 |
|
|
2017
Q2 | $803K | Sell |
9,514
-65
| -0.7% | -$5.5K | 0.13% | 156 |
|
|
2017
Q1 | $810K | Sell |
9,579
-4,833
| -34% | -$408K | 0.15% | 126 |
|
|
2016
Q4 | $1.22M | Buy |
14,412
+6,686
| +87% | +$566K | 0.24% | 81 |
|
|
2016
Q3 | $657K | Sell |
7,726
-5
| -0.1% | -$425 | 0.13% | 140 |
|
|
2016
Q2 | $660K | Sell |
7,731
-119,744
| -94% | -$10.2M | 0.14% | 131 |
|
|
2016
Q1 | $10.8M | Buy |
127,475
+65,552
| +106% | +$5.56M | 2.41% | 8 |
|
|
2015
Q4 | $5.22M | Sell |
61,923
-195,047
| -76% | -$16.5M | 1.15% | 15 |
|
|
2015
Q3 | $21.8M | Buy |
256,970
+239,195
| +1,346% | +$20.3M | 5.52% | 4 |
|
|
2015
Q2 | $1.51M | Buy |
17,775
+13,505
| +316% | +$1.15M | 0.36% | 52 |
|
|
2015
Q1 | $362K | Buy |
+4,270
| New | +$362K | 0.08% | 181 |
|
|
2014
Q1 | – | Sell |
-4,791
| Closed | -$404K | – | 291 |
|
|
2013
Q4 | $404K | Buy |
4,791
+990
| +26% | +$83.6K | 0.14% | 124 |
|
|
2013
Q3 | $321K | Sell |
3,801
-3,008
| -44% | -$254K | 0.12% | 146 |
|
|
2013
Q2 | $574K | Buy |
+6,809
| New | +$575K | 0.27% | 92 |
|
Other funds holding SHY
Prospera Financial Services's SHY Position: Q2 2026 in Review
Prospera Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.7% in Q2 2026, buying an estimated $188K and bringing the position to 28,472 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #477.
Prospera Financial Services first reported a position in SHY in Q2 2013 and has held it in 47 quarters since. The position peaked at $22.2M in Q1 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Prospera Financial Services held 28,472 shares of iShares 1-3 Year Treasury Bond ETF worth $2.34M as of Q2 2026.
- Prospera Financial Services bought 2,288 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $188K.
- iShares 1-3 Year Treasury Bond ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #477 holding.
- Prospera Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 47 quarters since.
- Prospera Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $22.2M in Q1 2020.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.