SFG Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SFG Wealth 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	$2.55M	Buy	31,012 +99	+0.3%	+$8.14K	0.92%	18
2026 Q1	$2.55M	Buy	30,913 +1,952	+7%	+$162K	1.05%	16
2025 Q4	$2.4M	Buy	28,961 +1,018	+4%	+$84.4K	0.94%	20
2025 Q3	$2.32M	Buy	27,943 +2,063	+8%	+$171K	1%	17
2025 Q2	$2.14M	Buy	+25,880	New	+$2.14M	1.3%	16

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFG Wealth Management's SHY Position: Q2 2026 in Review

SFG Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.32% in Q2 2026, buying an estimated $8.14K and bringing the position to 31,012 shares worth $2.55M. The position accounts for 0.92% of the portfolio, ranked #18.

SFG Wealth Management first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.55M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

SFG Wealth Management held 31,012 shares of iShares 1-3 Year Treasury Bond ETF worth $2.55M as of Q2 2026.
SFG Wealth Management bought 99 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.14K.
iShares 1-3 Year Treasury Bond ETF made up 0.92% of SFG Wealth Management's portfolio in Q2 2026, its #18 holding.
SFG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
SFG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.55M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.