SFA
SHY icon

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

Sequoia 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 		$1.71M Buy
20,811
+2,591
+14% +$213K 0.01% 699
2026
Q1 		$1.5M Sell
18,220
-6,214
-25% -$514K 0.01% 716
2025
Q4 		$2.02M Sell
24,434
-272
-1% -$22.5K 0.01% 567
2025
Q3 		$2.05M Sell
24,706
-1,157
-4% -$95.7K 0.01% 513
2025
Q2 		$2.14M Sell
25,863
-622
-2% -$51.4K 0.01% 454
2025
Q1 		$2.19M Sell
26,485
-2,547
-9% -$209K 0.02% 411
2024
Q4 		$2.38M Sell
29,032
-5,780
-17% -$475K 0.02% 369
2024
Q3 		$2.89M Sell
34,812
-128,165
-79% -$10.6M 0.03% 298
2024
Q2 		$13.3M Sell
162,977
-20,207
-11% -$1.64M 0.16% 116
2024
Q1 		$15M Buy
183,184
+139,939
+324% +$11.5M 0.19% 108
2023
Q4 		$3.55M Buy
43,245
+31,978
+284% +$2.6M 0.04% 252
2023
Q3 		$912K Sell
11,267
-80
-0.7% -$6.48K 0.02% 363
2023
Q2 		$920K Buy
11,347
+11
+0.1% +$899 0.02% 363
2023
Q1 		$931K Buy
11,336
+2,936
+35% +$239K 0.02% 329
2022
Q4 		$682K Buy
8,400
+2,259
+37% +$183K 0.02% 371
2022
Q3 		$499K Sell
6,141
-1,977
-24% -$163K 0.02% 294
2022
Q2 		$672K Buy
8,118
+3,004
+59% +$249K 0.02% 278
2022
Q1 		$426K Sell
5,114
-484
-9% -$40.9K 0.01% 396
2021
Q4 		$479K Buy
+5,598
New +$480K 0.01% 332
2021
Q3 		– Sell
-3,643
Closed -$314K – 415
2021
Q2 		$314K Sell
3,643
-70
-2% -$6.04K 0.01% 365
2021
Q1 		$320K Buy
3,713
+103
+3% +$8.89K 0.01% 327
2020
Q4 		$312K Hold
3,610
– – 0.01% 317
2020
Q3 		$312K Buy
+3,610
New +$312K 0.02% 289

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sequoia Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, buying an estimated $213K and bringing the position to 20,811 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #699.

Sequoia Financial Advisors first reported a position in SHY in Q3 2020 and has held it in 23 quarters since. The position peaked at $15M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Sequoia Financial Advisors held 20,811 shares of iShares 1-3 Year Treasury Bond ETF worth $1.71M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,591 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $213K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #699 holding.
  • Sequoia Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $15M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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