Secure Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Secure Asset Management’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	$466K	Buy	5,675 +1,254	+28%	+$103K	0.07%	197
2026 Q1	$365K	Sell	4,421 -7	-0.2%	-$579	0.06%	220
2025 Q4	$367K	Buy	4,428 +2	+0%	+$166	0.06%	243
2025 Q3	$366K	Buy	4,426 +25	+0.6%	+$2.07K	0.06%	223
2025 Q2	$365K	Sell	4,401 -101	-2%	-$8.34K	0.07%	229
2025 Q1	$372K	Sell	4,502 -2,680	-37%	-$220K	0.08%	213
2024 Q4	$589K	Sell	7,182 -195	-3%	-$16K	0.09%	173
2024 Q3	$613K	Sell	7,377 -151	-2%	-$12.5K	0.1%	163
2024 Q2	$615K	Buy	7,528 +148	+2%	+$12K	0.12%	151
2024 Q1	$604K	Hold	7,380	–	–	0.14%	122
2023 Q4	$605K	Buy	7,380 +9	+0.1%	+$732	0.16%	114
2023 Q3	$597K	Buy	7,371 +1,715	+30%	+$139K	0.18%	112
2023 Q2	$459K	Sell	5,656 -54	-0.9%	-$4.42K	0.14%	118
2023 Q1	$469K	Buy	+5,710	New	+$465K	0.16%	118
2020 Q3	–	Sell	-7,618	Closed	-$660K	–	167
2020 Q2	$660K	Sell	7,618 -584	-7%	-$50.6K	0.47%	58
2020 Q1	$711K	Buy	+8,202	New	+$701K	0.77%	34

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return