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Resonant Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Resonant Capital 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 		$381K Hold
4,635
– – 0.02% 363
2026
Q1 		$383K Hold
4,635
– – 0.02% 326
2025
Q4 		$384K Hold
4,635
– – 0.02% 297
2025
Q3 		$385K Hold
4,635
– – 0.02% 287
2025
Q2 		$384K Hold
4,635
– – 0.02% 282
2025
Q1 		$383K Sell
4,635
-352
-7% -$28.9K 0.03% 248
2024
Q4 		$409K Hold
4,987
– – 0.03% 228
2024
Q3 		$415K Hold
4,987
– – 0.03% 226
2024
Q2 		$407K Sell
4,987
-1,230
-20% -$100K 0.03% 219
2024
Q1 		$508K Sell
6,217
-4,285
-41% -$351K 0.04% 201
2023
Q4 		$862K Buy
+10,502
New +$854K 0.08% 143

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Resonant Capital Advisors's SHY Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 4,635 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #363.

Resonant Capital Advisors first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $862K in Q4 2023. 582 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Resonant Capital Advisors held 4,635 shares of iShares 1-3 Year Treasury Bond ETF worth $381K as of Q2 2026.
  • Resonant Capital Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #363 holding.
  • Resonant Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Resonant Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $862K in Q4 2023.
  • 582 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.