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

Sax Wealth 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 		$297K Buy
3,592
+454
+14% +$37.3K 0.01% 447
2026
Q1 		$260K Hold
3,138
– – 0.01% 418
2025
Q4 		$260K Sell
3,138
-8
-0.3% -$663 0.01% 428
2025
Q3 		$261K Sell
3,146
-1,836
-37% -$152K 0.01% 375
2025
Q2 		$413K Sell
4,982
-2,184
-30% -$180K 0.02% 285
2025
Q1 		$593K Buy
7,166
+1,918
+37% +$158K 0.04% 196
2024
Q4 		$430K Sell
5,248
-726
-12% -$59.7K 0.03% 210
2024
Q3 		$497K Buy
5,974
+696
+13% +$57.4K 0.04% 157
2024
Q2 		$431K Sell
5,278
-643
-11% -$52.3K 0.04% 161
2024
Q1 		$484K Sell
5,921
-183
-3% -$15K 0.06% 119
2023
Q4 		$501K Buy
6,104
+508
+9% +$41.3K 0.08% 122
2023
Q3 		$453K Sell
5,596
-165
-3% -$13.4K 0.09% 118
2023
Q2 		$467K Buy
5,761
+990
+21% +$80.9K 0.09% 117
2023
Q1 		$392K Sell
4,771
-70
-1% -$5.71K 0.09% 124
2022
Q4 		$393K Sell
4,841
-697
-13% -$56.5K 0.09% 119
2022
Q3 		$450K Sell
5,538
-1,717
-24% -$141K 0.12% 106
2022
Q2 		$601K Buy
7,255
+783
+12% +$65K 0.15% 88
2022
Q1 		$539K Sell
6,472
-1,090
-14% -$92.1K 0.13% 102
2021
Q4 		$647K Sell
7,562
-1,605
-18% -$138K 0.13% 100
2021
Q3 		$790K Buy
9,167
+2,360
+35% +$203K 0.19% 74
2021
Q2 		$586K Sell
6,807
-1,979
-23% -$171K 0.2% 92
2021
Q1 		$758K Sell
8,786
-2,972
-25% -$257K 0.28% 64
2020
Q4 		$1.02M Buy
+11,758
New +$1.02M 0.47% 49

Other funds holding SHY

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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, buying an estimated $37.3K and bringing the position to 3,592 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #447.

Sax Wealth Advisors first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q4 2020. 295 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Sax Wealth Advisors held 3,592 shares of iShares 1-3 Year Treasury Bond ETF worth $297K as of Q2 2026.
  • Sax Wealth Advisors bought 454 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $37.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • Sax Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.02M in Q4 2020.
  • 295 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.