Smith Thornton Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smith Thornton 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	$268K	Hold	3,281	–	–	0.12%	116
2026 Q1	$271K	Sell	3,281 -707	-18%	-$58.5K	0.14%	113
2025 Q4	$330K	Hold	3,988	–	–	0.17%	108
2025 Q3	$331K	Hold	3,988	–	–	0.17%	106
2025 Q2	$330K	Sell	3,988 -48	-1%	-$3.96K	0.19%	109
2025 Q1	$334K	Sell	4,036 -7,203	-64%	-$592K	0.21%	104
2024 Q4	$921K	Buy	11,239 +570	+5%	+$46.9K	0.58%	61
2024 Q3	$887K	Buy	10,669 +820	+8%	+$67.7K	0.58%	60
2024 Q2	$804K	Buy	+9,849	New	+$801K	0.59%	54

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Smith Thornton Advisors's SHY Position: Q2 2026 in Review

Smith Thornton Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3,281 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #116.

Smith Thornton Advisors first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $921K in Q4 2024. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Smith Thornton Advisors held 3,281 shares of iShares 1-3 Year Treasury Bond ETF worth $268K as of Q2 2026.
Smith Thornton 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 0.12% of Smith Thornton Advisors's portfolio in Q2 2026, its #116 holding.
Smith Thornton Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $921K in Q4 2024.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.