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

Pure Financial Advisors’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	$10.2M	Buy	123,851 +10,055	+9%	+$827K	0.13%	82
2026 Q1	$9.4M	Buy	113,796 +5,796	+5%	+$480K	0.13%	80
2025 Q4	$8.94M	Buy	108,000 +3,818	+4%	+$316K	0.13%	82
2025 Q3	$8.64M	Buy	104,182 +2,711	+3%	+$224K	0.14%	78
2025 Q2	$8.41M	Sell	101,471 -1,538	-1%	-$127K	0.15%	77
2025 Q1	$8.52M	Buy	103,009 +19,483	+23%	+$1.6M	0.18%	64
2024 Q4	$6.85M	Buy	83,526 +8,113	+11%	+$667K	0.16%	62
2024 Q3	$6.27M	Sell	75,413 -4,458	-6%	-$368K	0.15%	63
2024 Q2	$6.52M	Sell	79,871 -298	-0.4%	-$24.2K	0.18%	62
2024 Q1	$6.56M	Buy	80,169 +3,118	+4%	+$255K	0.21%	61
2023 Q4	$6.32M	Sell	77,051 -2,620	-3%	-$213K	0.22%	58
2023 Q3	$6.45M	Buy	79,671 +75	+0.1%	+$6.07K	0.26%	54
2023 Q2	$6.45M	Sell	79,596 -247	-0.3%	-$20.2K	0.27%	53
2023 Q1	$6.56M	Sell	79,843 -2,194	-3%	-$179K	0.3%	53
2022 Q4	$6.66M	Buy	82,037 +10,927	+15%	+$887K	0.34%	51
2022 Q3	$5.78M	Sell	71,110 -11,623	-14%	-$957K	0.34%	52
2022 Q2	$6.85M	Sell	82,733 -1,393	-2%	-$116K	0.42%	50
2022 Q1	$7.01M	Buy	84,126 +16,737	+25%	+$1.41M	0.32%	50
2021 Q4	$5.76M	Buy	67,389 +10,370	+18%	+$890K	0.29%	46
2021 Q3	$4.91M	Sell	57,019 -713	-1%	-$61.5K	0.38%	45
2021 Q2	$4.97M	Buy	57,732 +770	+1%	+$66.4K	0.4%	44
2021 Q1	$4.91M	Buy	56,962 +3,995	+8%	+$345K	0.49%	42
2020 Q4	$4.58M	Buy	52,967 +5,417	+11%	+$468K	0.55%	42
2020 Q3	$4.11M	Buy	47,550 +2,151	+5%	+$186K	0.6%	42
2020 Q2	$3.93M	Buy	45,399 +18,812	+71%	+$1.63M	0.61%	39
2020 Q1	$2.3M	Sell	26,587 -8,037	-23%	-$686K	0.39%	45
2019 Q4	$2.93M	Buy	34,624 +4,120	+14%	+$349K	0.5%	43
2019 Q3	$2.59M	Buy	30,504 +1,383	+5%	+$117K	0.47%	44
2019 Q2	$2.47M	Buy	29,121 +2,467	+9%	+$208K	0.44%	47
2019 Q1	$2.24M	Buy	26,654 +1,104	+4%	+$92.4K	0.42%	47
2018 Q4	$2.14M	Buy	25,550 +90	+0.4%	+$7.48K	0.43%	47
2018 Q3	$2.12M	Buy	+25,460	New	+$2.12M	0.46%	41
2017 Q4	–	Sell	-16,724	Closed	-$1.41M	–	86
2017 Q3	$1.41M	Buy	16,724 +2,737	+20%	+$231K	0.36%	37
2017 Q2	$1.18M	Buy	13,987 +1,511	+12%	+$128K	0.32%	40
2017 Q1	$1.05M	Buy	12,476 +1,786	+17%	+$151K	0.31%	39
2016 Q4	$903K	Buy	10,690 +2,404	+29%	+$204K	0.27%	43
2016 Q3	$705K	Buy	8,286 +1,942	+31%	+$165K	0.23%	47
2016 Q2	$541K	Buy	6,344 +2,702	+74%	+$230K	0.19%	49
2016 Q1	$309K	Buy	+3,642	New	+$309K	0.11%	77

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

Pure Financial Advisors's SHY Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.8% in Q2 2026, buying an estimated $827K and bringing the position to 123,851 shares worth $10.2M. The position accounts for 0.13% of the portfolio, ranked #82.

Pure Financial Advisors first reported a position in SHY in Q1 2016 and has held it in 39 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Pure Financial Advisors held 123,851 shares of iShares 1-3 Year Treasury Bond ETF worth $10.2M as of Q2 2026.
Pure Financial Advisors bought 10,055 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $827K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Pure Financial Advisors's portfolio in Q2 2026, its #82 holding.
Pure Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 39 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.