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

Quattro 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 		$512K Buy
+6,230
New +$512K 0.11% 80
2021
Q1 		– Sell
-2,892
Closed -$250K – 96
2020
Q4 		$250K Sell
2,892
-1,043
-27% -$90.1K 0.07% 42
2020
Q3 		$340K Buy
+3,935
New +$340K 0.08% 43

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Quattro Financial Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 6,230 shares worth $512K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Quattro Financial Advisors previously reported a position in SHY as recently as Q4 2020.

Quattro Financial Advisors first reported a position in SHY in Q3 2020 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Quattro Financial Advisors held 6,230 shares of iShares 1-3 Year Treasury Bond ETF worth $512K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Quattro Financial Advisors position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Quattro Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Quattro Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.